financial goals

Financial planning

Young advised clients prioritise goal-based investing

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research un...

Financial planning

Meeting goals outranks investment performance for advised clients

Australian investors are more likely to want advisers to help them meet their goals rather than chase investment performance, according to research by Milford....

Financial planning

Aussies ‘overwhelmingly optimistic’ about financial future in 2023

A State Street Global Advisors survey found Australian investors held a more positive outlook for the next 12 months compared to global peers....

Financial planning

Sportiness a sign of financial wellness: AMP

A study commissioned by AMP has found Australians who play a sport are 64 per cent more likely to achieve their financial goals....

Financial planning

Home ownership no longer top Aussie dream

‘Living the dream’ is no longer about owning a home and is now attributed to lifestyle choice and financial freedom and independence, according to the FPA....

Financial planning

Retirement planning high on financial aspiration tick list

Results from a finder.com.au survey have found over 50 per cent of Australians consider adequate accumulation for a comfortable retirement the most crucial financial mile...