Disclosure Statement: Durand Financial Services Pty Ltd and its advisers are authorised representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. General Advice Warning: The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances.

(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