A
Appropriate asset allocation
B
Behavioural coaching
C
Choices and trade-offs
E
Expertise technical and emotional
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%
p.a.
1.3%
3.7%
Variable
Priceless
p.a.
p.a.