Market growth strategic plan for challenger financial planning group

Nous assisted a financial planning group to review the economics of the organisation's financial planning and pension products in order to build a competitive and innovative strategy. Using interviews across a network of stakeholders, our knowledge of the industry and its economic drivers, Nous produced a strategy that covered market size, prices and P&L projections. As a result of the strategy, the client was able to make decisions based on which structural delivery options were the most economically viable and plan for future demand.


Key people

Greg Joffe

Greg Joffe

Principal

Service lines

  • Public policy
  • Business strategy