A science-based framework that decodes how your clients think, feel, and decide for truly bespoke advice.
Behavioural Intelligence - redefining the client experience
Attract, engage and retain the next wealth generation...
The Great Wealth Transfer is underway. In Australia, $5.4 trillion is being passed from boomers to the next generation. When wealth changes hands, 4 in 5 next-generation investors will not remain with their parents’ adviser.
Miss the shift, and advisers risk losing both the relationship and the assets. Even the strongest adviser–client relationship offers little protection from this shift. Yet for the astute adviser, this represents a unique opportunity.
What’s missing is a rigorous way to understand how the next generation thinks about money.
Investor DNA® — Safeguard the relationship - Protect the assets.
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(2-minute overview)
NextGen female investors - the emerging pre-eminent client...
Of the $5.4 trillion being transferred in Australia, women are poised to take control of $3.5 trillion in assets. The NextGen female investor thinks differently, with unique priorities, values, and expectations that diverge sharply from their male counterparts.
Purpose-driven and tech-savvy, they expect a new kind of relationship with their adviser — one built on sensitivity, empathy, trust, and equality—from an industry long shaped by male norms.
Investor DNA - advanced EQ for inclusive advice.
Herein lies the challenge...
Yet today, many advisers design portfolios that unconsciously mirror their own biases, values, and preferences rather than those of their clients. Traditional models still focus narrowly on risk and goals or offer standard solutions, overlooking the importance of identity, values, and purpose.
The result? Similar portfolios. Subtle misalignments. Broken trust. Clients quietly walking away. A new generation of wealth is emerging — and they’re not waiting.
Client retention comes down to one thing: truly understanding the person behind the investor - the linchpin for delivering a precision-crafted portfolio and bespoke advice that truly resonates.
Investor DNA® — Stronger Relationships. Deeper Trust. Increased Client Retention.
Behavioural Intelligence -redefining the client experience
Herein lies the challenge...
Yet today, many advisers design portfolios that unconsciously mirror their own biases, values, and preferences rather than those of their clients. Traditional models still focus narrowly on risk and goals or offer standard solutions, overlooking the importance of identity, values, and purpose.
The result? Similar portfolios. Subtle misalignments. Broken trust. Clients quietly walking away. A new generation of wealth is emerging — and they’re not waiting.
Client retention comes down to one thing- truly understanding the person behind the investor - the linchpin for delivering a precision-crafted portfolio and bespoke advice that truly resonates.
Investor DNA® — Stronger Relationships. Deeper Trust. Increased Client Retention.
Click to play video
(2-minute overview)
Understand the person to understand the investor
Investor DNA® - Setting a new benchmark for bespoke advice
Powered by advanced behavioural science, Investor DNA® reveals the hidden drivers of investor behaviour — decoding each client’s unique thinking preferences, motivations, and biases. Purpose-built for the industry, Investor DNA® empowers wealth advisers to deliver truly bespoke advice, aligned not just with risk appetite and goals, but to identity, emotion, and purpose.
Investor DNA® enables wealth advisers to:
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Create science-based, precision-crafted advice.
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Predict which clients are most at risk during volatile markets.
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Identify behavioural biases that sabotage long-term investment success.
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Build deeper, more empathetic and trusted client relationships.
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Bridge generational divides to protect family wealth continuity.
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Increase client retention and AUM.
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Exceed BID obligations with a science-based onboarding process.
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Safeguard relationships. Retain the assets. Grow the business.
Investor DNA® — Behavioural Intelligence - redefining the client experience.
Introducing the 'Risk Signature'
Investment Risk - Reimagined.
Investor DNA® reveals your clients' unique Risk Signature® - decoding their approach to investment risk across five distinct risk dimensions.
By clearly distinguishing between risk appetite (attitude - 'how I think'), sensitivity to loss (emotional response - 'how I feel'), and risk tolerance (behavioural tipping point - 'how I act'), Investor DNA® predicts which clients are most vulnerable when markets are volatile, enabling wealth professionals to take pre-emptive action
Investor DNA® enables advisers to deliver a risk-appropriate portfolio whilst protecting clients from fear-driven decisions that cause costly mistakes.
The result is a science-based approach to investment risk that equips wealth professionals to meet and exceed their BID obligations with confidence.
Investor DNA® — A science-based approach to managing investment risk.
Introducing the Risk Signature -
investment risk reinvented
Investor DNA® reveals your clients' unique Risk Signature® - decoding their approach to investment risk across five distinct dimensions.
By clearly distinguishing between risk appetite (attitude - 'how I think'), sensitivity to loss (emotional response - 'how I feel'), and risk tolerance (behavioural tipping point - 'how I act'), Investor DNA® predicts which clients are most vulnerable when markets are volatile, enabling wealth professionals to take pre-emptive action
Investor DNA® enables advisers to deliver a risk-appropriate portfolio whilst protecting clients from fear-driven decisions that cause costly mistakes.
The result is a science-based approach to investment risk that equips wealth professionals to meet and exceed their BID obligations with confidence.
Investor DNA® — A science-based approach to managing investment risk.
Purpose-inspired portfolios
Investor DNA® uncovers your clients’ core values, life philosophy, and ESG preferences—their personal ‘truths’ that shape how they view success, wealth, and legacy.
These principles influence both their decisions and what they expect from their investments—whether it’s climate action, human rights or ethics.
By aligning portfolios with their financial goals and inner compass, you deliver purposeful investing that reflects identity, conscience, and long-term vision.
This alignment builds trust, deepens relationships, and creates portfolios that drive meaningful change.
Investor DNA® — Investing that shapes the future.
Preserving wealth continuity
An estimated 90% of family wealth is lost by the third generation. Family wealth is eroded not by poor investment choices but by intergenerational divides in values, priorities, and risk; differences that fracture communication and trust.
By mapping each family member’s preferences, motivations and biases, Investor DNA® reveals areas of alignment and potential friction points to build common ground.
These insights help advisers go beneath the surface to resolve conflict, deepen trust, and honour the family legacy—while empowering the next generation to forge their own path, the critical success factor for wealth continuity.
Investor DNA® — Safeguarding family wealth across generations.
Purpose-inspired portfolios
Investor DNA® uncovers your clients’ core values, life philosophy, and ESG preferences—their personal ‘truths’ that shape how they view success, wealth, and legacy.
These principles influence both their decisions and their expectations of their investments—whether it’s climate action, human rights, or ethics.
By aligning portfolios with their financial goals and inner compass, you deliver purposeful investing that reflects identity, conscience, and long-term vision.
This alignment builds trust, deepens relationships, and creates portfolios that drive meaningful change.
Investor DNA® — Investing that shapes the future.
Preserving wealth continuity
An estimated 90% of family wealth is lost by the third generation. Family wealth is eroded not by poor investment choices but by intergenerational divides in values, priorities, and risk; differences that fracture communication and trust.
By mapping each family member’s preferences, motivations and biases, Investor DNA® reveals areas of alignment and potential friction points to build common ground.
These insights help advisers go beneath the surface to resolve conflict, deepen trust, and honour the family legacy—while empowering the next generation to forge their own path, the critical success factor for wealth continuity.
Investor DNA® — Safeguarding family wealth across generations.
Increase client retention and AUM
Investor DNA® provides powerful behavioural insights that reveal each client’s unique identity, values and purpose; the drivers of their investment behaviour.
This lays the foundation for a deeper, more trusted relationship. When clients feel truly seen, heard, and understood, they engage more openly, trust more deeply, and are far more likely to consolidate assets with a single adviser—strengthening loyalty and long-term retention.
The impact? A 5% lift in client retention can significantly boost profitability by 25% to 95% and increase AUM by up to 52%. (Harvard Business Review)
Investor DNA® — For increased client retention.
Investment risk. Redefined.
Investor DNA redefines your client's risk signature, measuring five dimensions for a 'whole of person' approach to risk.
Engaging the next wealth generation
Investor DNA® provides the 'EQ' edge to connect with NextGen and HNW female investors with greater empathy and care.
Insights that transform
Investor DNA® unlocks hidden insights for a precision-crafted portfolio and a personalised approach that creates a client for life.
Values & ESG preferences
Investor DNA® enables you to build purpose-inspired portfolios - aligned with your clients' identity, values and ESG preferences.
Preserving family wealth continuity
Investor DNA® bridges the generation gap - honouring the family legacy whilst enabling NextGen to forge their own path.
Investor DNA® acknowledges Aboriginal and Torres Strait Islander peoples as the Traditional Owners of the lands and waters of Australia, and we offer our respect to their Elders past and present.
Copyright © 2025 Investor DNA Pty Ltd. All rights reserved.
Investor DNA Pty Ltd.
Melbourne Victoria 3000
AUSTRALIA
Copyright © 2025 Investor DNA Pty Ltd. All rights reserved. ABN 36 987 581 121