Quality financial advice gives Australians clarity, confidence, and control—helping turn financial goals into achievable realities.
Every day, we make decisions that shape our financial future—whether it’s choosing a mortgage, planning for retirement, or simply deciding how much to save. Yet many Australians still feel uncertain about their financial choices. That’s where financial advice and education come in—not just as tools for wealth creation, but as pathways to confidence, clarity, and control.
Confidence in Your Future
Research shows that Australians who receive financial advice are significantly more confident about their future. In fact, 70% of advised individuals report feeling more secure about their financial goals, and 79% say they sleep better at night knowing their finances are in order (2025).
This confidence stems from having a trusted adviser who helps you navigate complex decisions and plan for both expected and unexpected life events.
Better Decision-Making
Financial literacy empowers you to make informed choices. Whether it’s selecting the right investment strategy or understanding the implications of a loan, education helps you avoid costly mistakes and seize opportunities.
According to a recent study by the Financial Advice Association Australia (FAAA), pre-retirees who receive advice are twice as confident about having enough money for retirement than those who don’t (2024).
Reduced Stress and Anxiety
Money is one of the leading causes of stress. But with the right guidance, you can gain clarity over your financial situation and learn strategies to manage it effectively.
A study by CoreData and IOOF (2021) found that 88% of Australians who received professional advice felt less financial stress than those who didn’t.
Stronger Relationships
Financial stress can strain relationships with family and friends. By improving your financial literacy and working with an adviser, you can reduce tension and build healthier dynamics.
In fact, 41% of clients who received financial advice reported better relationships with loved ones (2020).
Discovering What’s Possible
Financial advice isn’t just about numbers—it’s about unlocking possibilities. Whether it’s retiring earlier than expected, choosing the right school for your children, or living debt-free, advice helps you explore what’s achievable and how to get there.
Financial advice and education are life changing. They offer more than just financial returns – they provide peace of mind, empowerment, and the ability to live life on your terms.
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This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of publish.