| Revenue Type |
Recurring Revenue Multiple |
| Investment and super clients (aged 80+ years) Fee for service |
1.0x to 1.2x |
| Investment and super clients (aged 65 -79 years) Fee for service |
1.8x to 2.5x |
| Investment and super clients (aged up to 64 years) Fee for service |
2.5x to 2.8x |
| Risk clients (aged under 55 years) |
2.5x to 3.0x |
| Risk clients (aged 55 – 60 years) |
2.0x to 2.5x |
| Risk clients (aged 61+ years) |
1.0x to 1.5x |
| Corporate super plans – commission switched off* |
Negotiable |
| Corporate super plans – commission converted to a flat fee for each employee |
1.5x to 2.0x |
| Grandfathered investment trail commissions |
1.0x to 1.5x |
| Mortgage clients – home loan trails |
1.7x to 2.0x |
| Accounting fees – business clients |
0.75 x to 1.2x |
| Accounting fees – individual returns |
0.5x to 0.9x |
