Paraplanning

Russell Investments has released research worth reading. The findings, covered in this recent piece on IFA, make a compelling case that the value of financial advice compounds over time. Long-term clients report higher satisfaction, deeper trust, and greater financial confidence than those who engage an adviser only for a specific event. Baby Boomers with the…

Aaron Minney’s recent analysis for Challenger paints a compelling picture of a retirement system under pressure. More than 250,000 Australians will retire in the next year alone. A further 2.5 million will follow over the next decade. Behind them, the aged care system is already straining under demand, and $5.4 trillion in intergenerational wealth is…

Australia’s superannuation system is entering one of the most consequential periods in its history. With millions of members approaching or entering retirement, the demand for high-quality, compliant, and timely financial advice inside super funds has never been greater. For Mutual Plans, this is not simply an observation about the market — it is the foundation…

Niall McConville’s recent article in IFA, “The age of underinsurance and the consumer gap we cannot ignore,” paints a stark picture: a million Australians underinsured for death and TPD, 3.4 million lacking adequate income protection, and a specialist risk advice profession of just 600 advisers trying to serve a market of over 21 million adults.…

The Australian financial advice profession is entering a new era. After years of adapting to regulatory upheaval and mounting compliance costs, business leaders finally have headspace to think strategically and ambitiously. The pace of reform has eased, and a sharper focus on scaling up and accelerating growth is emerging across the sector. What separates successful…