Make the most of your future

27 June 17

Survey: Australians say advice critical to achieving retirement goals.

  • New research shows a majority of Australians aged 40+ believe they need professional financial advice to reach their retirement goals*.

    Here’s a snapshot of the key findings:


    Two in three working Australians recognise they need to turn to financial professionals to help them reach their retirement goals



    Just 44 per cent of Australians over the age of 40 feel prepared for retirement



    Half of those already retired expect to outlive their retirement savings



    Australians without a financial adviser have spent four times more of their retirement nest egg on lifestyle expenditure such as renovations, holidays and new vehicles (car, camper or boats) than retirees with an adviser



    Two in three Australians are unprepared for costs associated with aged care


    *Source:  IFA magazine 21 March 2017



Disclaimer: This article is not legal advice and should not be relied on as such. Any advice in this document is general advice only and does not take into account the objectives, financial situation or needs of any particular person. You should obtain financial advice relevant to your circumstances before making investment decisions. Where a particular financial product is mentioned you should consider the Product Disclosure Statement before making any decisions in relation to the product. Whilst every care has been taken in the preparation of this information, Australian Unity Personal Financial Services Ltd does not guarantee the accuracy or completeness of the information. Australian Unity Personal Financial Services Ltd does not guarantee any particular outcome or future performance. Australian Unity Personal Financial Services Ltd is a registered tax (financial) adviser. Any views expressed are those of the author and do not represent the views of Australian Unity Personal Financial Services Ltd. If you intend to rely on any tax advice in this document you should seek advice from a tax professional. Australian Unity Personal Financial Services Ltd ABN 26 098 725 145, AFSL & Australian Credit Licence No. 234459, 114 Albert Road, South Melbourne, VIC 3205. This document produced in April 2017. © Copyright 2017

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