Whatever it is, the way you tell your story online can make all the difference.
January 14, 2021
(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