Logo
Office iconFind an office
Contact us
Home

CONVERSATIONS THAT COUNT

Strengthening family finances in Australia

Research reveals that conversations about finances are taking place in most Australian households, however, there is a need to shift the focus from short-term concerns, such as budgeting and living costs, to vital long-term topics like retirement and estate planning. As Australia stands on the verge of a $3.5 trillion intergenerational wealth transfer over the next two decades, this report delves into what's holding Australians back from discussing lasting financial security.

2023_Findex_Wealth report_hero img-01-0

Barriers to meaningful financial conversations.

While the majority (85%) of Australians strongly believe in the benefits of having conversations about finances with their family unit, 3 in 5 have challenges or concerns that would stop them from speaking openly about finances with them.

SHAPE YOUR FAMILY'S FINANCIAL LEGACY

Shape a secure financial legacy for generations to come.

Gain access to expert insights, actionable strategies, and data-driven findings that will empower your family to have meaningful and impactful financial conversations.

FINANCIAL CONVERSATIONS GUIDE

Navigating financial conversations across generations.

For actionable advice on how to engage in meaningful financial conversations with your children, download our guide that covers everything from initiating discussions at different life stages to transitioning towards long-term financial planning and involving financial advisers.