Revenue lost to inefficiency: We use an AU benchmark principal adviser rate of $200/hour — consistent with FPA practice management research for senior and principal advisers. Total non-advice hours lost per year = hours per week × number of advisers × 48 working weeks. Revenue lost = non-advice hours × $200. This represents the revenue-generating capacity your advisers cannot direct toward clients because they are doing work that should be delegated. If your adviser rate is materially different, the actual figure scales proportionally.

Annual saving vs current cost: A direct like-for-like comparison using the same number of roles. Current cost = your average onshore staff cost × number of staff. ABP cost = same number of roles × $2,750/month × 12 (midpoint of our $2,000–$3,500/month range). This is an apples-to-apples comparison — same headcount, same scope, different cost structure. Actual ABP pricing varies by role and seniority — contact us for a specific quote.

Business value gap: Current practice value = ARR × 2.5. This represents a typical practice with key-person dependency and informal operational processes — the lower end of observable AU/NZ financial planning sale transactions. Potential practice value = ARR × 3.5. This represents a well-systemised practice with documented workflows, scalable delivery, and reduced key-person risk — consistent with the upper range of mid-market AU/NZ transactions for practices of similar size. Value gap = potential value − current value. Sale multiples vary by market conditions, practice size, revenue quality, client retention, and buyer profile. This is an indicative range only and does not constitute a formal valuation.

Sources and benchmarks: Adviser hourly productivity benchmarks are consistent with industry research published by the Financial Planning Association of Australia (FPA) and Netwealth's Practice Management Report. Onshore admin cost benchmarks sourced from Seek salary data and Robert Half Financial Services salary guide (2024/25). Sale multiples based on observable AU/NZ financial planning practice transactions and broker market data.