Tailored and trusted advice key to supporting the millennial generation

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Australia is on the precipice of a $3.5 trillion intergenerational wealth transfer. Industry research estimates it equates to some $320,000 per recipient. Yet, in the lead up to this significant transfer, we... Read more continue reading

1.8 million Australian workers suffering prolonged financial stress, costing $31 billion in lost productivity annually

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AMP’s 2020 Financial Wellness research has found severe and moderate levels of financial stress are impacting 1.8 million Australian workers, with nearly half feeling financially stressed for an average of... Read more continue reading

TAL launches white paper on mental health and life insurance to support positive, sustainable change into the future

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Leading Australian life insurer, TAL, has launched a white paper aimed at stimulating stakeholder and life insurance industry discussions on mental health support, mental health policy, and the role the... Read more continue reading

Maybe this is an opportunity: Picking a good financial adviser is harder than ever for consumers

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Choosing a good financial adviser has always been a bit of a leap of faith for consumers I guess, but picking one today is harder than ever. With the tendency... Read more continue reading

COVID-19: A Wake-Up Call for Financial Wellness

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Hong Kong investors show a growing preference for trusted and personalised wealth management solutions amid the pandemic, according to a new report released by Quantifeed, Asia’s award-winning provider of digital... Read more continue reading

Selling sprouts – 5 financial advice marketing tips that no one has told you about

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Enter the phrase ‘financial advice marketing tips’ into Google and there’s a high chance you’ll be bombarded with a plethora of ideas on how to design your website, improve your... Read more continue reading

Data from MLC Life Insurance shows mental health support has doubled during COVID-19

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As Australia recognises Mental Health Week, new data from MLC Life Insurance reveals the number of customers using its Best Doctors’ Mental Health Navigator service has almost doubled since the... Read more continue reading

The impact of COVID-19 on Australian workers has been profound, according to Australia’s largest workplace mental health study

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Australia’s largest workplace mental health study found that three in five workers experienced a mental health condition this year (up almost 9 percentage points from 2019), with many struggling for... Read more continue reading

Household Capital releases 2020 Retirement Outcomes survey

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Household Capital has released the results of their 2020 Retirement Outcomes survey, one of the first major national studies of its kind since the impacts of COVID-19 have hit. The... Read more continue reading

Saving for your children

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Your child had their 8th birthday last week. Your mum-in-law again gave her yearly gift of $100 for your child’s saving account. Your second child is having their 10th birthday... Read more continue reading