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(Financial Planning Association of Australia)
Research based on total sample size ~ 2,000 Australians
FINANCIAL PLANNER Vs NO FINANCIAL PLANNER BREAKDOWN
1 in 5 have engaged a Financial Planner (past or present)
- A majority of these are in their wealth accumulation phase (35-55 y/o)
- They have not been financially impacted compared to those without a financial planner
- 87% did not access (or need to access) their super early
- Half of these believe that they wouldn’t have done anything differently financially
4 in 5 financial planner have not engaged a Financial Planner
- A third think they can ‘do-it-themselves’ (DIY) with help from friends, family and online
- 20% think they don’t have enough assets or investments to engage a financial planner
- 13% are considering seeking the services of a financial planner
