Great client chemistry is vital for success. Discover your clients' distinctive patterns that shape how they think, feel, and act. Your clients' behavioural style reveals the unique way they engage with information, manage uncertainty, and interact with their world — including their investments. This provides deep insights for more personalised advice, and for a much stronger, more empathetic client relationship — where things just ‘click’. 

Investor DNA® decodes a client’s unique 'risk signature' across five key dimensions—redefining investment risk. Our whole-of-person approach reveals the gap between a client's risk 'comfort zone', what they can afford, and what they can emotionally tolerate—for precision-crafted portfolios. Investor DNA also anticipates a client's reactions during volatile markets, helping prevent costly mistakes. This sets a new benchmark for personalised advice—enabling advisers to exceed BID obligations with confidence.

Behavioural biases are unconscious thinking patterns that hijack logic and emotion, quietly undermining investment success. Acting as invisible filters, they distort perception and skew rational judgement. Investor DNA reveals your client's susceptibility to bias, helping them recognise their own biases and blind spots for clearer, more rational investment decisions. This deeper insight also enables you to anticipate their emotional reactions during market volatility, reducing the risk of rash choices and costly mistakes.

Investing is a constant tug-of-war between emotion and logic—heart versus head. Every client falls somewhere on a sliding scale from 'thinker' (rational, analytical) to 'feeler' (intuitive, emotional), with a natural ‘home base.’ This preference not only affects the quality of their investment decisions, but also how you should present your rationale and recommendations—whether appealing to the data, their emotions/values or both. Aligning with their style boosts understanding, engagement, and support.

Investor DNA® reveals your clients’ guiding values and philosophy — the deeper principles that influence how they approach investing and their investment decisions. These powerful insights ensure each portfolio recommendation aligns with their core values, reflecting what truly matters to them. The result is a more personalised, purpose-driven portfolio and a stronger, more enduring client relationship.

Understanding your clients' Environmental, Social and Governance (ESG) preferences means knowing what truly matters to them — from climate action and human rights to ethical governance and inclusion. This enables you to construct portfolios that reflect their core values and principles, screening out those that fall short. This is purposeful investing: helping clients use their capital to drive meaningful change while staying true to their conscience.

Understanding your clients’ preferred communication style — whether visual, auditory, kinaesthetic or a combination — allows you to deliver information in a way that resonates. This enhances clarity, boosts retention, and increases the likelihood of action. It also helps shape your coaching approach, accelerating financial literacy and building your clients’ confidence and capability.

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Investor DNA® reveals your clients’ unspoken needs, wants and expectations regarding professional standards, relationship dynamics and service quality. This creates a shared understanding of how you both want to work together, establishing the 'guardrails' to keep everything on track. This provides the client with the permission and confidence to raise sensitive issues early, preventing misunderstandings and protecting trust over time.