The Future Ready IX report provides comprehensive analysis of the latest data from the Australian financial advice profession, offering invaluable insight to those advice businesses looking to benchmark their performance and achieve their business goals.

Since 2002, Business Health has released a series of whitepapers providing comprehensive insight into the health of the Australian financial advice industry and its preparedness for the future. These papers have become known as the Business Health Future Ready report.

Midwinter Financial Services is proud to have partnered with Business Health as the sponsor for their Future Ready IX report.

The data and insight presented in this report was drawn from the detailed results of over 200 advice businesses that have taken the Business Health HealthCheck since the time the previous report was published in January 2020. While most of these advice businesses offer a holistic range of advice solutions across wealth accumulation, protection and retirement planning, there are also niche, or specialist businesses represented. They include a diverse mix of AFSL holders ranging from the large institutionally aligned groups through to boutique, self-licensed practices.

This enables a truly multifaceted picture of today’s marketplace that is unique in the Australian advice community and exclusive to Business Health.

As a provider of innovative financial advice technology, Midwinter strives to help Australian advice businesses succeed and improve access to professional advice for more Australians. We have sponsored the Business Health Future Ready IX report to offer this valuable insight to advice businesses who are looking for new ways to grow and improve the profitability of their business.

We hope you find the Future Ready IX Report of interest and value, and we look forward to exploring in more detail how we can support your business.

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