Insights

Insights for financial advisers.

Practical guides on valuing, preparing and selling financial advice client bases in New Zealand.

Client Book Valuations How much is a financial adviser client book worth? The starting multiples for each book type, what recurring revenue actually means, and the eleven characteristics that decide where in the range a book lands. 9 min read Selling & Succession How to sell a financial adviser client book What actually happens between deciding to explore a sale and the clients being introduced to someone else — and the points in that sequence where sellers most often lose value. 8 min read Preparing to Sell Seven ways to increase the value of your client base The difference between the bottom and the top of a valuation range is usually 25–30 per cent of the price, and most of it is decided by things you can fix in eighteen months. 7 min read Client Book Valuations How much is a mortgage trail book worth? Indicative multiples for New Zealand mortgage trail books, the eight things buyers weigh when they price one, and why the headline multiple is only part of an offer. 8 min read Client Book Valuations How much is a KiwiSaver client book worth? Why KiwiSaver books can attract the strongest multiples in the market, what a buyer analyses beneath the recurring revenue, and how structure changes the real value of an offer. 8 min read Client Book Valuations How much is an insurance adviser book worth? Persistency is the number that moves an insurance valuation more than any other. What buyers analyse, what reduces value, and why a book sale and a business sale are not the same transaction. 8 min read

Written for advisers

Everything here is what we would tell you on the phone, written down so you can read it before you ring.

Indicative ranges · Last updated August 2026

An appraisal is more useful than an article.

Tell us a little about your client base and we will come back with an indication of value based on your book, not an average one. No fee, no obligation, nothing listed anywhere.

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