Free Growth Diagnostic
How much revenue are you
leaving on the table?
Answer 5 questions about your practice. We’ll calculate your untapped revenue capacity and show you exactly where the gap is.
What is your annual recurring revenue?
Include ongoing service fees, retainers, and trail commissions. Exclude one-off or project revenue.
How many advisers are in your practice?
Include all revenue-generating advisers — principals, associates, and paraplanners who also advise.
What is the average annual cost of each onshore support staff member?
Include full salary, super contributions, and other staff related overhead costs. Not just base salary.
How many support staff do you currently employ?
Include paraplanners, client service officers, administrators. Exclude advisers.
On a typical week, how many hours does each adviser spend on non-client-facing work?
Include paraplanning, SoA prep, admin, compliance docs. Be honest!
How many Statements of Advice does your practice produce per month?
Include new client SoAs only. This is one of the clearest indicators of delivery capacity.
Calculating...
Benchmarking your inputs against AU financial planning practice data.
Unlock your business value gap — and your full diagnostic.
We'll also send you a one-page PDF summary of your results, including the three highest-leverage changes you can make to increase your practice value.
These are the numbers. Let's talk about what to do with them.
Ready to unlock your
practice's real potential?
Ready to unlock your practice's
real potential?
Book a 30-minute discovery call. We will assess your practice, identify the constraints, and show you what an ABP engagement looks like.
- ISO 27001 Certified
- No commitment required
- 30-minute call
- Financial services specialists
