Belfast Wealth Management
Hi Elva, Rich, Rob & team,
I just wanted to let you know how I feel the program is going, after only the first week or two. We had a few clients go through the process—two of them were fee sensitive and had previously asked about lowering their fees.
We trusted the system, used the fee mapping process, and put thought into how we delivered it—drawing from your presentation and guidance notes.
Proposed Fee: $9,825 (an increase of over 50%)
At their review meeting three weeks ago, one couple had asked again about reducing their fees. I told them, "Perfect timing!" and explained that we were adopting a new approach—mapping everyone’s fee based on complexity. I mentioned their mapping wasn’t yet complete but warned them it was likely their fee would increase, not decrease. They seemed a bit apprehensive but were happy to wait until the RoA presentation.
We met last Friday, went through the RoA, and then the Peloton presentation. I explained how much ongoing work we do throughout the year—not just at review time. When prepping, I reviewed Adviser Logic notes and realized there were very few months in the past year where we hadn’t done something for them. I pointed this out during the meeting.
I also found a great client email from last April and included it under the "Real Value" section of the presentation:
Shane & Jarrod,
Thanks for the record of advice, we appreciate your thoroughness and not just doing what was advised at the time.
This confirms we have the right people looking after our future.
Cheers,
P & E
I gave them time to chat privately while I stepped out. When I returned, expecting a list of questions, I was surprised to see they had already signed the new fee consent forms. They said they now fully understand everything we do for them.
I felt relieved, proud, and more justified in how we charge for our services. It confirmed the value of what we do—and importantly, our ability to articulate it. This win gave me a huge confidence boost and will help us with any future difficult fee conversations.
So in short: thank you. The program works. It has helped us unlock a whole new level of clarity and confidence when it comes to presenting our value in a fair and transparent way.
Personally, I now look forward to conversations that once felt daunting. And it's not just me—our whole team is seeing and enjoying the early success of the program. Of course, we know there’s still more work ahead!
Chat soon,
Cheers,
Shane
Grimsey Testimonial
Client: Grimsey Wealth Management
Grimsey shares their experience working with Peloton Partners, highlighting the value of tailored financial solutions and long-term support.
"They helped us grow strategically and stay compliant every step of the way."
The Value We Deliver – In Their Words
Real Results from Our Clients
Jonathan Elliot – Collins SBA
Peloton Partners were great in understanding our business and our client base. Expat financial advice is much more varied when compared to other domestic financial advice firms.
We were able to create a new pricing framework that encompassed the tailored nature of our advice, given the complexities of cross-border taxation, currencies, retirement planning in multiple countries, and much more. The Peloton pricing model that we created together suits our clients perfectly.
There is no 'cookie-cutter' advice in our business model, and we can ensure that the advice we provide is as bespoke as the needs of our clients.
James Marshall – Ally Wealth Management
“Our business has engaged Peloton twice, both with high levels of success and low client attrition. Not only has our business improved profitability-wise, but our team have also gained a greater understanding of how we service our clients and deliver value to them.
The robust training process Peloton has taken our advice team through has given our advisers a high degree of conviction when it comes to the fee conversations with our clients.
If you’re a business looking to build rigor into your engagement framework, to build conviction and remove adviser pricing discretion, we recommend engaging Peloton with confidence.”
Many thanks,
James Marshall
Michael Scorer – Paradigm Strategic Planning
I was introduced to Peloton through my Licensee, Sentry. I was impressed with Rob and his team from the first meet. I sought out confirmation from my peers who had already run through the iDeliver program, and they all spoke very highly of Peloton Partners.
Since engaging Peloton, my business has grown profitably and my client relationships have deepened. What began as a lot of trepidation about the increase in client fees morphed into my confidence building, along with my belief in an outcome that is mutually beneficial.
I retained 95% of clients and managed to achieve a more profitable practice that demonstrates our services are fee-appropriate for clients and fair for our business.
I have no hesitation in recommending Peloton Partners’ services.
Michael Scorer
Denis Harrington – Priority Advisory Group
fM Financial has four offices across Melbourne and Tasmania. We needed a strategy across the business irrespective of the location, and we needed to improve our financial performance and service delivery to clients to ensure we are set up for the future.
We accepted the iFOCUS recommendations and are now implementing iDELIVER. We now have a confident and focused team who understand the value they deliver to clients – and most importantly, clients that value this advice.
Most people try to sell to you and tell you what to do. Peloton Partners sees the problem and says, ‘this is how we can help you’. We bought the help – and are big advocates.”
Denis Harrington
Huon Financial planningAnne-Marie Humphries