Research Report

Future Ready IX

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.

As a provider of innovative financial advice technology, Midwinter has partnered with Business Health to offer the valuable insight in their Future Ready IX report to advice businesses who are looking for new ways to grow and improve the profitability of their business.

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

Future Ready IX Report

Midwinter Financial Services is proud to have partnered with Business Health to sponsor the ninth edition of the Future Ready report. We hope you find this of interest and value, and we look forward to exploring in more detail how we can support your business.

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