Target The Advice Market With Great Insights
Members Lounge and Blue Book Q & A
- Click on each question below for the answer
What is the cost of joining the Members Lounge?
$39 for the first month, then $95 per month after that OR pay $950 for the whole year upfront. see also cost of the Blue Book below
What are the benefits of joining the Members Lounge?
Access to dashboards and databases to stay up-to-date on the financial adviser market. Website links at the AFSL level and Weekly blog posts on important changes and new AFSLs.
How do I access the Members Lounge?
Access is via the Log In Page - See website Menu
What kind of content is available in the Members Lounge?
Up-to-date info on financial adviser movement every week. Interactive dashboards (see menus below) and superfast searchable databases - search by AFSL or financial adviser- run filters by state, size of firm and much more - see short videos below. Financial adviser client segmentation tool and superannuation, including SMSF dashboards
Is there a free trial available for the Members Lounge?
No, but the first month is now only $39.00
How do I cancel my membership?
Cancel anytime through your account: note canellation completes at the end of your month or yearly payment. There are no minimum monthly contracts. You can always rejoin later.
What is the cost of joining the Wealth Data AFSL Blue Book?
This may vary depending upon your needs and existing relationship with us. It is only a yearly fee and spreadsheets can be tailored to meet your needs. we recommend that you call us to discuss. contact us.
Why join the Wealth Data AFSL Blue Book?
We provide most contact details at the AFSL level and it is ideal for firms who need to keep in touch with the ever-growing market of self-licensed firms. You also get all the benefits of the Members Lounge.
What else does Wealth Data offer?
We can provide specific data that can assist with your presentations for staff and adviser days, strategy / business planning days and other communication, e.g. media announcements. We also can be accessed for speaking engagement. We are regularly in the media and can assist you to get the right message to your stakeholders.
Join Today - First Month Only $39.00
Wealth Data Members Lounge
$95.00
Every month
$950.00
Every year
First Month Now Only $39.00 Selecting 'YEARLY' cost is only $950
The Dashboards - What To Expect
Adviser Fast Facts - Click Image Below To Expand
License Deep Dive - Click Image Below To Expand
For more information - Contact Us Today
Key Terms and Conditions - The lists are created using ASIC Financial Adviser Register and the ASIC Australian Financial Services Licensees dataset - Click here For ASIC Datasets. We create our own data analytics and peer groupings. Desktop research is used for the collection of Website Details.