Financial advice delivers value well beyond investments — helping people feel more confident, make clearer decisions, and build stronger financial habits.
Recent research shows that, across all ages and life stages, professional advice delivers emotional, financial, and behavioural benefits.
Emotional & Financial Benefits
Advised clients experience significantly greater peace of mind and overall wellbeing.
- Nearly 9 in 10 say advice makes them feel financially confident.
- 2 in 3 are highly satisfied with their wealth.
- 60% report less anxiety, worry, sadness and disappointment about finances.
- 3 in 4 say advice saves time, enabling more meaningful activities; family, leisure, and exercise.
Behavioural Benefits
Advice helps clients build stronger, more resilient financial habits.
- Improved discipline, increased savings, and better preparation for unexpected events.
- Greater confidence in handling financial shocks.
- Support with practical behaviors such as tracking spending, budgeting essentials, and building emergency savings.
Generational Impact
Advice delivers value across all life stages – from early adulthood to retirement.
- Younger clients view advice as a form of self-improvement and future-building.
- Older clients benefit from structured retirement planning and estate support.
- Across every age group, advised individuals report higher quality of life and greater financial confidence.
Share the value of advice
Financial advice helps people make better decisions, feel more secure and stay focused on their goals. If you’re already experiencing these benefits, consider sharing this with a friend or family member so they can enjoy the same support and confidence.