Flying the flag for Australia’s independent advice community.

Holistic Adviser of the Year - NSW. Abraham Aguilan, Affluens360 Tanya Carlson, Amplify Wealth Management. Andrew Debono, Peak Wealth Management. Stefano Duro, Pure Private Wealth

2 days ago · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.

3 days ago · Wealth Data recorded an increase of 22 advisers on the Financial Advisers Register in the week ending 23 January 2025, with adviser numbers now at 15,516. The strong week of growth was predominantly driven by the 21 new entrants who joined the Australian Securities and Investments Commission ...

Jan 4, 2025 · What was the most significant thing (good or bad) to come out of this year? I think 2024 might be recognised as the year the industry finally started paying attention to wealth accumulators. I’ve seen more than a few new advisers and advisories pop up who are solely focused on providing advice ...

Phillip is a media executive with over 20 years’ experience, in a career that spans finance, real estate, business and economics. He has a passion for property and leads the content strategy for the market and business intelligence platforms at Momentum Media (www.momentumemdia.com.au) aimed at the real estate and consumer wealth sectors.This includes REB (realestatebusines.com.au), RPM ...

Jan 6, 2025 · Takeaways from 2024. How has the profession grown over the year? Like each year before it, I see the standard of advice professionalism lift higher and higher – more advisers are recognising their value is more than just product or strategy, and is in the ability to connect, understand, empathise and deliver for their clients.

Dec 10, 2024 · The 2024 Australian Financial Advice report reveals evolving priorities across Australia’s financial advice landscape, with insights into changing client expectations and adviser engagement.. The latest report indicates there is a high demand for advice, with more than 10 million Australians open to seeking financial advice.

Oct 3, 2024 · Looking at quality of life, unadvised respondents rated at 62, while non-CFP advised clients were at 71 and CFP advised clients rated a 77. The difference was even more stark when looking at financial confidence and financial satisfaction, with …

Dec 19, 2024 · Despite this shift in a more positive direction, one in two Australians contributing to their super indicated that saving enough for retirement was a major financial concern of theirs, though day-to-day financial obligations are still of paramount concern as well, with 49 per cent indicating that this was their top concern as the cost of living continues to …