Thank you to all our Clients who took the time to complete our online 2016 Annual Client Survey. The results help us plan for future initiatives that help maintain and improve our service to you.

The Results:

We are extremely pleased with the 2016 results which were again well ahead of our national averages. It is important to remember that only the better financial planning practices around Australia participate in this survey.

APC achieved top quartile ratings in 8 of the 9 Key Performance Indicators (KPI’s) and did not underperform the national benchmark in any of these areas.


Category APC Score National Benchmark  Variance
Understanding 4.52 4.27 .25
Business Relationship 4.62 4.46 .16
Financial Knowledge 4.64 4.33 .31
Range of Financial Services 4.37 4.11 .26
Implementation of Solutions 4.48 4.17 .31
Professionalism of Business Practice 4.83 4.38 .45
Standard of Support Staff 4.80 4.35 .45
Financial Review Process 4.56 3.94 .62
Communication 4.52 4.07 .45
Total 4.59 4.19 .40


Where to from here?      

APC has been working on a project over the past year that will enable clients to log on and update their Needs Analysis (personal and financial data) online prior to their Review via our APC Website.

It would also allow clients to access their Advice, Review and other Compliance documents online, at anytime, anywhere in the world.

Currently we are testing this process with some Off-shore clients and we expect to extend it to all clients later in the year.

APC will be surveying some of our younger clients to better understand and meet their product and service requirements. We intend to identify how we can improve our service to this specific and growing demographic.