Financial services

Key industry statistics*

  • $285.6bn

    revenue in 2023

  • 28.4%

    profit margin in 2023

  • 32.6%

    of the industry consists Big 4 banks

    *IBISWorld industry overview

Financial services

SW has strong financial services sector experience to deliver efficient and effective advice. 

Our team has worked with many of Australia’s financial institutions and have a deep understanding of funds management, banking, insurance and financial services generally. 

Our reputation has grown alongside our expertise into most parts of the financial services sector across all service lines of our business:

  • funds – including ethical investing
  • superannuation
  • banks – including digital & neos
  • insurers
  • private equity
  • stockbrokers
  • financial planners
  • custodians
  • responsible entities.

The pace of regulatory change in financial services is unprecedented, with the ever increasing involvement of regulators globally. Financial services institutions need constantly to review and revise their practices and procedures to meet the challenges of this evolving landscape.  

We value the relationships we have built with many financial services institutions. We believe the success of these relationships is determined not just by the quality of our services, but also our awareness of the unique aspects of the financial services sector and our approach that is tailored to your organisation because we know that one size does not fit all. 

This is an industry we know well and regularly offer technical training to our clients’ financial teams. 

Emerging Property Funds series

Supporting tomorrow’s property fund leaders, the EPFS has been running for over 6 years and is highly considered across the industry.

The program is a five-part series of interactive sessions for aspiring leaders in property funds management.

Each session features guest industry leaders and specialists as we take attendees through the entire property fund lifecycle, best practice and pitfalls.

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