Testimonials

Full client experience and outcome

Current Fee: $6,121
Proposed Fee: $9,825 (an increase of over 50%)

We met on Friday, went through the RoA, and then the Peloton presentation. I used that opportunity to explain everything we do throughout the year, not just at review time. While preparing for the meeting, I looked through Adviser Logic notes and realised there were very few months in the past year where we hadn’t done something meaningful for them. I brought that to their attention.

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

After the presentation, I left them with the paperwork to chat it over. I expected 20 questions when I returned—but instead, they had already signed the new fee consent forms. They told me they now fully understand everything we do for them.

It was a moment of real pride and relief. I felt more justified in how we charge for our services, and more importantly, confident in our ability to clearly articulate the value we provide. Getting this one over the line has been a great boost and will definitely Jordan 1 Low SB - Practice Team - Maryland football DT Jordan Phillips makes Shrine Bowl All air jordan 6 carmine 2021 release date set us up for any similar conversations down the road.

So, in short: thank you. The program works. It’s helped us unlock a whole new level of clarity and confidence when discussing fees—always in a fair, transparent, and professional way.

Personally, I feel more empowered than ever. What used to feel like daunting conversations are now ones I look forward to. And it’s not just me—our entire team is seeing the benefits. While we know there’s still plenty of work ahead, we’re genuinely enjoying this early success.

Chat soon,

Cheers,
Shane

Feedback from Jonathan Elliot – Collins SBA

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.

Feedback from James Marshall – Ally Wealth Management

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

Feedback from Michael Scorer – Paradigm Strategic Planning

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

Feedback from Denis Harrington – Priority Advisory Group

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