With GrowthByDesign, professional services firms get access to experienced former top tier management consultants as well as deep industry experience – it’s this combination that enables us to make an impact more quickly and more economically, without sacrificing rigour.
Our focus will be on the wealth management sector, including financial advice firms and the groups that do business with them, with a bias towards helping these businesses grow.
Engagements undertaken in H2 2024 included:
- Working with an Australian listed wealth manager to reset its strategy
- Helping an Australian private equity firm to optimise its distribution strategy to financial advice firms
- Facilitating conversations between two large financial planning groups to test the strategic rationale for merger
We look forward to working with groups committed to growing :-
Deliberately, Strategically and Sustainably.