A
Appropriate asset allocation
B
Behavioural coaching
C
Choices and trade-offs
E
Expertise; technical and emotional
T
Tax-savvy planning and investing
The VOA formula
The value of advice, measured.
Our formula quantifies the annual value advisers deliver to clients across five key areas.
Estimated annual value
5.5%
p.a.
1.5%
2.8%
Variable
Priceless
1.2%
p.a.
p.a.
p.a.