Financial advice gap prices out older Australians retiring with mortgages and limited super

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Australia’s shrinking financial adviser workforce is creating increasing financial insecurity for Australians entering retirement with mortgage debt, limited superannuation and rising cost‑of‑living pressures. Adviser numbers have fallen from almost 30,000... Read more continue reading

New research shows housing wealth alone is no longer enough for older Australians

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Homesafe Wealth Release says new research released by COTA Australia confirms what many older homeowners already know: owning a home does not guarantee financial security in retirement. The State of... Read more continue reading

Most older Australians want to stay in their homes despite pressure to downsize

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The national conversation around downsizing often overlooks the reality that most older Australians want to stay in their homes and many who do downsize often regret the decision. Research consistently shows that... Read more continue reading

CPD: Futureproof – what different generations really value in advice (Part 3)

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Introduction “Clients don’t all value advice the same way. Expectations differ across generations”. (Value of an Adviser, 2025, Russell Investments). Understanding and articulating the value of financial advice remains a... Read more continue reading

Fidelity Global Sentiment Survey: Australians spending more on essentials, and less on luxuries, compared to their global counterparts

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Australian workers are generally optimistic, notably about their work and health. However, there is growing concern about their long-term financial prospects, with particular attention to challenges in retirement planning. This... Read more continue reading

‘Quietly worried’: New research exposes stark gender retirement confidence divide

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New findings from AMP’s Retirement Confidence Pulse reveal a sharp divide in how financially confident Australians feel about life after work, with women significantly more worried and less likely to... Read more continue reading

Why Gen X’s ‘quiet inheritor’ status warrants your attention

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As headlines explore the coming intergenerational wealth transfer, the narrative often centres on “next gen” inheritors, typically imagined as tech-savvy, purpose-driven 30-somethings. But this framing misses a critical truth. The... Read more continue reading

The bank of Mum and Dad a key component of the intergenerational wealth transfer

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Praemium’s latest research in conjunction with CoreData reveals that the “Bank of Mum and Dad” continues to play a pivotal role in the generational wealth of Australians, with high-net-worth families... Read more continue reading

CPD: Transparency and communication – making the value of advice visible (Part 2)

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A perennial challenge for advisers, and indeed the advice profession overall, is to articulate the value of financial advice. From a client’s perspective, advice can seem like a complex, jargon... Read more continue reading

Financy Women’s Index hits fresh high on improved female underemployment and closing of gender gap in superannuation

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Australia’s progress toward financial gender equality has reached a new high, with the latest Financy Women’s Index (FWX) hitting 79.44 points in the September quarter. The result, up from 79.32... Read more continue reading