For some time, it has been understood that only a small percentage of Australians seek out professional help with their financial planning and wealth creation.
However, it now seems that this truth is being turned on its head with a growing number of Aussies open to seeking help from a financial adviser as we move into 2026.
A financial standard investment trends report found that 11.8 million Australians have “unmet financial advice needs.”
None more so than millennials and Gen Z, with Colonial First State reporting that 53% of Australians aged 16–39 are open to getting financial advice, which points to a growing interest among younger people.
Demand for advice is clearly rising. With the significant volume of information out there, individuals now see advisers as a stable source of trusted guidance in an increasingly uncertain world. They report wanting help with mapping out long-term goals, retirement plans, and even investing that focuses on strong values of sustainability, climate change or other pressing social issues.
At the same time, clients are demanding holistic advice that impacts every part of their financial situation. This often means advisers need to have partnerships with experts in areas such as mortgage, SMSF and property investment.
Investors want innovation, but not at the expense of human judgment.
Many expect advisers to embrace AI for various parts of the client service model— but they also want human connection to be kept intact for critical elements like planning meetings and events.
Through it all, one thing stands out: lasting relationships matter.
A recent survey shows that many Australians are less likely to switch planners than people in other countries; trust is still being built, and people value continuity over churn. Advice isn’t just a transaction — it’s a long-game relationship.
At Finwell Group, we focus on the long term. We aim to not just help clients set their desired outcomes and key actions but also walk the journey alongside them all the way to the achievement of their goals.
As a family-owned business with many team members being investors just like our clients, our reputation is about the care we take in providing clear advice and friendly helpful service.
You can book a free and no-obligation review meeting to discuss your needs and to see how Finwell Group can help you. Call us on (03) 9017 3235 or email [email protected]
