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Value of Advice Research
Since 2022, the FAAA has conducted independent annual research to explore the quality-of-life differences between unadvised and advised Australians. This is released during Financial Planning Week each year to promote the positive impact great financial advice can have on people’s lives.
Financial Planning Week 2025
Financial Planning Week is our chance to celebrate the profession and share how financial planning can make a real difference in people’s lives. In 2022 we launched the Value of Advice Research, highlighting the quality of life differences between unadvised and advised Australians.
This week the FAAA has released its fourth Value of Advice Index, highlighting the many ways financial advice benefits consumers. The research explores improvements in financial confidence, satisfaction, family life, mental health and overall wellbeing and captures how clients describe the value their adviser brings. The full report is available in the member toolkit which you can download below.
The toolkit also includes online resources like an infographic and social media tiles to help you promote the profession to clients and your community. Join us in celebrating and sharing the content to highlight the value of financial planning in Australia.
Social Media
During Financial Planning Week, we will be sharing posts across our social media channels including LinkedIn, Facebook, Instagram and X. We encourage you to share these posts to help promote the great work that you do. Remember to use the hashtag #FAAAfpw25
You may also wish to produce your own posts using the infographics and social media tiles available, and we encourage you to share the Value of Advice Consumer Research 2025 report with your clients too.
Example Content
Here are some sample posts you might like to use throughout Financial Planning Week or on World Financial Planning Day, which is on Wednesday, 8 October.
Social media (1)
It’s Financial Planning Week 2025! This week is all about helping Australians take control of their personal finances and discovering how a financial plan can bring them peace of mind and security. Here at (insert name) we work with our clients to help them manage their finances and set themselves up for success. If you’re interested in taking the next step in achieving your financial goals, please reach out via (insert email) or (insert website) or call (phone number).
Social media (2)
On World Financial Planning Day, the team at (insert name) are here to help assist you with realising your financial goals. The FAAA’s recently released 4th annual Value of Advice Index report highlights that 97% of clients of financial advisers say that their financial adviser has helped them manage financial risks in their lives. Take the next step in securing your financial future and reach out today.
Email to database
As a proud member of the Financial Advice Association Australia (FAAA), we’re excited to celebrate Financial Planning Week from 5–11 October, alongside World Financial Planning Day on Wednesday 8 October.
Each year, this week shines a light on the positive impact financial advice can have on Australians’ lives. To mark the occasion, the FAAA has released the fourth annual Value of Advice Consumer Research, highlighting the real benefits of working with a financial adviser.
The Value of Advice research shows that the top 5 benefits of working with a financial adviser include:
- Improved financial wellbeing and peace of mind
- Help to explain and simplify financial matters
- Improved financial decision making confidence
- Having a trusted partner to navigate life’s financial challenges and opportunities
- Help to save time/effort organising and making decisions about finances
If you’re interested in taking the next step in achieving your financial goals, please reach out via (insert email) or (insert website) or call (phone number).
Thank you for participating in Financial Planning Week. If you have any questions, please reach out at communications@faaa.au
