Wealth management and Investment, Financial Services

Wealth management and Investment

The sheer volume of regulatory change means organisations need to navigate both prudential requirements and customer expectations. Complexity and ambiguity require new ways to conduct business. Our wealth management experience is focused on tailored solutions to help you achieve this.

Dynamics of Superannuation


Navigating the challenges and opportunities

Deloitte financial services experts identify 2015 as a year of continuing regulatory and political uncertainty. This will require constant flexibility and agility to ‘get the house in order’ to be in a better position to find and harness opportunities to be innovative and meet customer needs.


Digital disruption in Wealth management

Over the past 10 years, many startup firms with digital business models have emerged within the wealth management industry. The disruptive power of digital technologies is creating opportunities for new firms. These firms primarily serve retail investors by connecting, advising and investing.


Risk and Regulatory Review: October 2014 - March 2015

In this edition we cover current and impending global and domestic regulatory change and offer a framework to lift the bar for managing risk.


Performance Magazine Issue 15

Insights on the investment management industry from Deloitte Luxembourg


Financial Services

Our Australian financial services team of more than 500 practitioners has extensive experience in the banking and securities, insurance and wealth management sectors.


Actuaries & Consultants

Deloitte has extensive experience in banking, life insurance, wealth management, health, general insurance, superannuation and valuations.

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Key contacts

Neil Brown

Leader, National Wealth Management


Life at Deloitte

People make Deloitte one of the best places to work. What’s great about the people? That’s an easy answer. They are exceptional. Each person is unique and valued for that, among the best and brightest in the business, and takes pride in his or her achievements and the success of others.