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Basis Points Community Survey

Hi everyone, Ally Selby from the Equity Mates team here.

We are a few months into Basis Points for 2026, and I wanted to take a moment to see how you think we are tracking. It would mean the world to me if you could please help the team and I by filling out the survey below so that we can ensure we are creating the best content possible for advisers.

If you'd prefer to provide feedback directly, you can contact me at:

ally.selby@equitymates.com
+61 416 734 464
1.How are you consuming/listening to Basis Points?
2.How would you describe your clients?
3.What is the average portfolio size of your clients (average FUA per client)?
4.What is your total FUA (personally, not as a firm)?
5.Which asset classes or opportunities are you interested in us covering in our interviews?
6.Are there any investment experts, fund managers, wealth leaders or academics that you would like us to interview?
7.Are you using the episodes for CPD points?
8.Do you have any suggestions on how we could improve the show?
9.Are you subscribed to the Basis Points email?
10.Do you have any suggestions on how we could improve the weekly Basis Points email?