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We’re strong believers in the power of advice and the role it plays in building prosperity. Our role is to equip advisers with the tools and expertise they need to get future-ready.

We offer a wealth of resources to help you build on the three critical pillars of advice practice success: business growth, client engagement, and your investment process. Each is essential for creating value—for you and your clients.

Alongside our resources we offer on-the-ground expertise to advisers who partner closely with Vanguard. Our team works with hundreds of advisers across Australia delivering trusted insights and solutions covering practice development, portfolio analytics and investment research.

Because advice matters.

No matter where your business is in its lifecycle, we're here to help you take the next step.

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Grow your business

Access best-practice insights and on-the-ground support to help you build scale, gain more of your ideal clients, and harness technology to become more efficient. Some of the resources you can find are:

  • Grow your business toolkit
  • Client Value Proposition Tool
  • Business efficiencies and technology guide

Learn more

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Engage with clients

Connect with clients on a deeper level, articulate the full value of your advice, and become a better coach to your clients by drawing on insights from behavioural science. Some of the resources you can find are:
  • Behaviourial coaching guide

Learn more

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Enhance your investment process

Clearly articulate your investment philosophy, access Vanguard’s leading market research, and get the most out of your clients’ portfolios. Some of the resources you can find are:

  • Investment Philosophy Tool
  • Retirement Income Builder
  • Research and insights

Learn more

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By drawing on industry benchmark data, best-practice strategies and the latest technology, our Adviser Offer Team can work with you to plan and implement lasting solutions.

Contact your Vanguard Sales Executive to find out more about this service.