TRU Wealth Advice

View Original

INFOGRAPHIC: Money and Life tracker

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