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Showing 1 - 10 of 134 results for "Value of Advice"

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
... but 90% rated their adviser as 'good' or 'excellent' value, up from 84% in the year before. The value of advice is also represented by the surge in client satisfaction, with 33% rating their adviser a full mark (10/10), despite the heightened ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... investing in technology and delivering innovative products and solutions that help drive productivity and enhance the value of advice." In addition, Finura is collaborating with HUB24's Innovation Lab to deliver solutions that provide further efficiencies ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... clients and deliver higher quality advice, insights and interactions, so I definitely think that will enhance the value of advice." Emotional intelligence Les McGuire, managing director at Future Proof Wealth, agrees that the earlier clients connect ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
A new report from Netwealth outlines key methods of growth for advice businesses, including pinpointing where to outsource some business activities. Netwealth's Innovation starts with curiosity report touches on several solutions, spanning from ...

Vast majority of advised Australians "tangibly" better off: FAAA

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
... Australians with a financial adviser are more confident in their perceived quality of life. According to the FAAA's 2025 Value of Advice Index, 93% of advised Australians say they are tangibly better off because of their adviser. The top reported benefits ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... and control) and quantifiable (dollars and cents) benefits. "We start our relationships showing the immediate value of advice, helping our clients make small changes like shifting super funds or increasing monthly savings so they grow their wealth quickly. ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... congratulate him on having achieved the peak level of qualification in financial planning." Palmer said the latest FAAA Value of Advice research found that CFPs achieve the highest recognition of the value of financial advice amongst consumers. "We are ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... Australia (FAAA), which found their value-add has been particularly critical in the cost-of-living crisis. The Value of Advice Index found almost all (94%) of advised clients trust their adviser to act in their best interest, a new record set in this ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... there is a huge demand for financial advice in Australia, but there is also a gap between the perceived and actual value of advice for many Australians. "It is holding them back from becoming a client. Our research report aims to help advice firms understand ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
... help as many Australians as we can with advice on their simple retirement needs, so we can build awareness of the value of advice and encourage more Australians to seek it out so they can retire well with confidence."
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