We Help Our Customers Look Beyond the Obvious, Spot Trends That Matter and See Wealth Differently: Matt Heine, MD & CEO of Netwealth

Netwealth is a wealth management firm that has grown rapidly since its founding in 1999. The firm serves personal investors as well as financial advisers across Australia, offering a wide range of wealth services that include superannuation, investment accounts, managed funds, and support for self-managed super funds. Growth has been strong for more than two decades, and the firm has earned recognition for customer service and digital capability. Analysts often rank its platform among the best in the country, which has helped it build credibility in a competitive market.

Netwealth operates with the belief that wealth management should be accessible, organised, and centered on long-term responsibility. Individual investors can oversee their portfolios in one place and use tools that help them make informed decisions. Advisers use the same platform to administer client accounts, track objectives, and manage investment strategies with a level of efficiency that was once difficult to maintain. This two-sided model has helped the firm reach a wide audience.

Clients at various stages of life use Netwealth. Some handle their own investments and rely on online resources to guide decisions, while others work closely with licensed advisers who build and maintain strategies for retirement, tax planning, and long-term financial goals. The firm and the platform give users a sense of structure, something many people want when navigating savings, superannuation, and investment choices.

How Netwealth Supports Adviser Success

Financial advisers across Australia have turned to Netwealth because of the tools that support client management and portfolio oversight. Market shifts, compliance obligations, and administrative tasks often create conditions that slow down advisory work. Netwealth responds with features that handle reporting, investment selection, managed accounts, and account maintenance.

Advisers appreciate that they can run their practice with a sense of independence while still relying on a trusted system. They can onboard clients, build portfolios, and monitor progress without juggling multiple disconnected tools. The platform reduces repetitive work, helps maintain accurate records, and supports regulatory requirements. In an industry where documentation is a constant responsibility, this becomes valuable.

New advisers entering the field find Netwealth helpful as they establish a client base. The platform gives them infrastructure they would struggle to build on their own. Experienced advisers recognize the efficiencies that come with it and use the tools to refine their service model. Both groups benefit from the ability to access research, compare investment products, and manage household portfolios with transparency.

Netwealth strengthens the adviser relationship by handling tasks that often consume time. By removing friction in administration and reporting, advisers can spend more time speaking with clients, refining strategies, and helping families understand how their financial decisions fit into a broader plan. Many advisers believe this is the type of interaction that builds trust, which remains central to the profession

Meeting the Expectations of Today’s Investors

Clients today want information that is organised in one place. Netwealth supports that expectation with a platform that lets investors view accounts, track long-term goals, and adjust strategies with professional guidance. The dashboard presents superannuation, investment portfolios, contributions, and assets in a format that is easy to follow.

Investors can monitor household goals such as retirement savings, property planning, or long-term education funding. The platform supports this with tools that help clients view progress, evaluate options, and understand how decisions shape their financial lives. For many people, this structure reduces confusion and helps create a sense of direction.

Netwealth also serves self-directed investors who want independence. These individuals can research funds, compare investment choices, analyze risk, and adjust allocations on their own timeline. The firm provides research and analytics so that decisions are made with context rather than guesswork.

For investors who want personal guidance, advisers play a central role. They help clients understand how superannuation rules work, discuss strategies for retirement, and explain the range of investment products available. Netwealth gives advisers tools that support those conversations, allowing professional advice and digital resources to work together.

Client expectations have evolved. Investors no longer want fragmented systems where information lives in different places. Netwealth addresses this by bringing accounts, documents, and communication into a unified environment that helps people feel in control of their financial life.

What’s Next for Netwealth

Netwealth continues to strengthen its capabilities so it can support a growing client base. The firm invests in technology, expands investment options, and refines reporting features to help advisers and clients manage money with confidence. These improvements reflect the direction of the global wealth management industry, where technology and human guidance work side by side.

The rise of independent advisers in Australia has also created conditions that favor firms like Netwealth. Many advisers want a platform that gives them the freedom to run their practice while still benefiting from strong infrastructure. Netwealth provides this balance, which has helped it attract professionals who want long-term stability.

The firm understands that wealth management is built on trust. Digital tools alone are not enough, and personal guidance alone may struggle to keep pace with modern needs. Netwealth offers both, creating an environment where investors can rely on professional advice while still accessing information whenever they need it.

The Australian financial landscape has undergone significant reform in the past decade, and this has placed new responsibilities on advisers and wealth firms. Netwealth continues to respond by refining processes that support compliance, risk management, investment selection, and client communication. Advisers value this support because it strengthens their ability to deliver consistent service.

Investors see a firm that listens to customer expectations and continues to grow with the market. Advisers see a partner that supports their work and helps them build sustainable practices. This dual perspective explains why Netwealth remains one of the fastest growing wealth management firms in the country.

Netwealth’s long-term presence and ongoing investment in technology suggest a firm preparing not only for current demands but also for the next stage of wealth management. Clients want information that is organised. Advisers want tools that save time and support real conversations. Netwealth provides both, which helps explain the firm’s position in a competitive and rapidly shifting field.

Matt Heine, MD & CEO, Netwealth

Clients today want information that is organised in one place. Netwealth supports that expectation with a platform that lets investors view accounts, track long-term goals, and adjust strategies with professional guidance.