I have watched the upward march of Netwealth with great pleasure for several years, and to my regret only initiated a holding 2 years ago.

For several years now they have reported the highest net funds inflow of ALL of the wealth management platform providers, and their market share creeps up inexorably by a percent or so each year. They still have a way to go to overtake Macquarie, then the big 4 will be in their sights. Industry trends are hugely in their favour.

I have also worked with many of their people, whilst implementing their customer service management system, and found them very dedicated to doing the best for their customers.