New housing loan commitments fell 5.4% in the June 2026 quarter, following a 6.2% fall in the March quarter. However, the June figure was still broadly unchanged from the previous year, while the total value of new lending was 6.8% higher. This suggests a short-term slowdown rather than a complete collapse in lending activity. Ref: […]
Financial planners are working in a more demanding environment than ever. While the value of quality advice remains clear, running a successful practice now requires far more than providing good financial guidance. Compliance obligations continue to take up valuable time and resources. Keeping up with regulatory change, maintaining accurate records and meeting education and professional […]
Radar Results Price Guide to June 2025 Revenue Type and Client’s Age Investment and super clients (aged 80 yrs+) 1.0x to 1.5x Previously 0.90x to 1.1x Investment and super clients (aged 65 -79 yrs) 2.2x to 2.75x Previously 1.9x to 2.5x Investment and super clients (aged up to 64 yrs) 2.5x to 3.2x Previously 2.3x […]
Selling a financial planning business involves far more than simply agreeing on a price. While valuation, deal structure, and client retention are critical components of any sale, one often overlooked but equally vital factor is the cultural and ethical alignment between the seller and the buyer. When the values of both parties align, the transaction […]
Retirement is a natural phase in most professions, but for financial services professionals, stepping away isn’t always a straightforward decision. While many professionals look forward to retirement, a significant number of financial services professionals choose to continue working well beyond the traditional retirement age. Strong Client Relationships The financial services industry is an intensely personal […]
Whether you need a formal valuation to sell your financial planning business depends on several factors, including the complexity of your business, the size of your practice, the buyer’s needs, and your confidence in understanding the value of what you’ve built. Here’s a breakdown of why you might or might not need one: Why You […]
The June 2024 Price Guide is similar to June 2023, but the multiple for the Investment and super clients (age 80 years+) have increased by 10% to 0.9 times to 1.1 times the annual recurring revenue (previously 0.8x to 1.0x). Radar Results transactions for the last 12 months show evidence that financial advisers with clients […]
Radar Results Price Guide to June 2024 Revenue Type and Client’s Age Investment and super clients (aged 80 yrs+) 0.9x to 1.1x Previously 0.80x to 1.0x Investment and super clients (aged 65 -79 yrs) 1.9x – 2.5x Investment and super clients (aged up to 64 yrs) 2.3x to 3.0x Previously 2.2x to 2.8x Risk insurance […]
Radar Results Price Guide to June 2023 Revenue Type and Client’s Age Investment and super clients (aged 80 yrs+) 0.8x to 1.0x Investment and super clients (aged 65 -79 yrs) 1.9x – 2.5x Previously 1.7x to 2.3x Investment and super clients (aged up to 64 yrs) 2.3x to 3.0x Previously 2.2x to 2.8x Risk clients […]
