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Association of Goals Based Advice

AGBA (Association of Goals-based Advice)  is an adviser led not for profit association ‘ for advisers – by advisers’. AGBA aims to be the peak industry body for all professional advisers and relevant stakeholders who  are committed to ‘goals-based advice’ – that is, advice that aims to provide investors with more certainty in their investment outcomes. AGBA provides a central resource for advisers to access and benefit from best in class information and resources. The association’s agenda is directed by the members which include but are not limited to; financial planners, fund managers, researchers, asset consultants, administrators, educators, regulators and other industry professionals. For advisers, AGBA delivers practical tools and support for implementing goals based advice, including portfolio construction, portfolio data analytics, governance, thought leadership, networking events and client communication tools. For industry associates of AGBA it is an opportunity to support investing and advice best practice and showcase products and tools to advisers at the leading edge of industry development.

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