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Strategic issues - distribution, platforms and customer insights

Shaping a strategic vision for the future

Deloitte Actuaries & Consultants is an industry leader in the provision of wealth management distribution, platform and customer insight strategies. Our team has developed and implemented strategies for Australia’s most progressive corporations, delivering quantifiable benefits to business sales, retention, profit and ultimately shareholder value. Deloitte Actuaries & Consultants assist wealth management clients with:

  • valuation services - shareholder economic valuations and merger/acquisition
  • strategy and market positioning – evolving trends and “white space” opportunity
  • distribution Productivity - planner productivity and retention/attraction of planners
  • remuneration (Re)design – optimal terms, “shadow” equity/option schemes 
  • unit pricing – health check review, redesign and remediation.

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