Digital financial advice is poised for rapid uptake in Australia, with 2017 set to be the year when professional financial businesses adopt ‘robo-advice’ as an essential element of their client offering. Ignition Wealth is at the forefront of the pack of Australian digital financial advice technology providers.

“Everyone is talking about the cloud revolution and many are looking to change their technology because they want to look smarter. Changing technology is very expensive if it does not revolutionise your business. Financial planning, a labour intensive business is ripe for a business makeover, incorporating digital financial advice (or ‘robo-advice’).

“Digitalised servicing of the 80 percent of clients that represent only 20 percent of profits is the obvious first step. The percentage of clients serviced by digital financial advice will soon become the industry benchmark AND you will never have to refund fees due to non service!”.

Barry Lambert, Investor and Mentor, Ignition Wealth.

Overwhelmingly, businesses across the financial spectrum are selecting Ignition Wealth as their digital financial advice provider for the same three key reasons: speed and ease of integration, robust compliance and a solid, experienced team.

“Integration with the Ignition Wealth technology is fast, easy and inexpensive. The most simple ‘out of the box’ solution can be fully integrated and operational within three days and for a cost of just $1,200.”.

Richard Liverpool, Head of Sales and Marketing, Ignition Wealth.

Ignition Wealth has been taking meetings from interested parties and heads of major financial institutions since late 2014; today interest has turned into requests for immediate action as businesses urgently seek to provide their clients and members with a proven digital financial advice solution.

“While there have been challenges guiding Ignition Wealth through the early stages of extremely rapid innovation and development, the rewards have been high as the company has attracted both a strong investor and client base. Digital financial advice powered by Ignition Wealth is a unique offering, combining futuristic innovation with the age old banking principles of excellent customer service and maximum return for our clients.”.

Peter Meurer, Chairman Board of Directors, Founding Investor, Ignition Wealth; Chairman, Nomura Australia

Ignition Wealth technology solutions have powered more than 800,000 advice journeys through tools and calculators since 2010. The highly advanced technology stack has been built to enable bespoke configuration to custom portfolios, currencies, regulatory requirements, taxation, superannuation and unique business needs.

“Across all technology and disruption products and services, adoption curves are becoming steeper. In Australia, throughout 2016 we have seen an increasingly rapid uptake of digital financial advice by early adopters and evangelists. In 2017 digital financial advice will become a mainstream solution, provided as a core offering by professional financial businesses.”.

Mark Fordree, CEO, Ignition Wealth.

In 2016 Ignition Wealth experienced rapid growth, attracting several million dollar investment funding rounds from investors including Australian rich-lister Barry Lambert and Millinium Capital Funds and announcing multiple high profile business partnerships including Link Digital Solutions.

“Much as the ATM went from being a novelty service to an essential part of daily life, digital financial advice will become an assumed offering for all good operators. By the close of 2017 good financial businesses which do not have a digital advice component will be the exception rather than the rule.”.

Mark Fordree, CEO, Ignition Wealth.



Experienced team

The management team, board of directors and early investors create a formidable collective of financial services industry heavy weights. The management team is led by the powerful combination of Australian financial services expert CEO Mark Fordree and global technology innovator CTO Mike Giles.

The Board of Directors is chaired by founding investor and one of the most respected figures in the Australian financial services industry, veteran investment banker Peter Meurer. Peter sources his astute sagacity in four decades of experience in the financial markets. Self-made multi-millionaire, the venerable Barry Lambert is both an investor and mentor. Barry boasts half a century of hands on experience and is recognised as one of the financial services industry’s most advanced thought leaders.

Ease and speed

SMEs such as financial advisers, accountants, financial planning and broker practices can be set up to offer a fully functional preconfigured digital financial advice solution to their clients in as little as 72 hours. The streamlined onboarding process simply requires submission and verification of appropriate business documentation. The extremely low setup fee presents no barrier. Ignition Wealth has a strong support team to ensure that their are abundant experts on hand to guide new businesses through every easy step of the onboarding process.

While the process is more complex for the customised solution provided to large scale financial institutions, the Ignition Wealth team is highly adept at ensuring a smooth and speedy integration. Ignition Wealth has developed a comprehensive compliance kit to assist clients with the required integration preparatory work. Ignition Wealth has developed a strong reputation for exceeding industry expectations for onboarding speeds. The configured integration can be complete and the digital financial advice solution fully operational in as little as two months.


Ignition Wealth holds its own AFS Licence (AFS Licence number 470605) and has an outstanding understanding of and commitment to providing a compliant product in an innovation space. Member of the Ignition Wealth Advisory Board Claire Wivell Plater is Australia’s leading legal expert in fintech compliance. As a longstanding member of the Business Advisory Committee to ASIC’s Licensing Division and a member of the Federal Treasurer’s Fintech Advisory Group Claire brings an unrivalled level of Australian innovation compliance expertise.