Shape of advice
Kelly Power and Blake Briggs
Aug 23, 2024
Kelly Power is a prominent advocate for accessible financial services, while Blake Briggs has extensive experience in financial advice reform. They dive into the evolving landscape of financial guidance, highlighting the challenges low-income individuals face in affording quality advice. The conversation also covers upcoming legislative reforms in Australia aimed at increasing advisor availability. They stress the importance of collaboration among stakeholders and discuss the holistic value of financial advice in managing tax, property, and investment needs.
36:10
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Quick takeaways
- Financial advice reform is essential to improve accessibility for Australians, ensuring they receive personalized assistance with retirement planning and investments.
- Collaborative partnerships between financial service providers and digital platforms are crucial for developing scalable and comprehensive advice solutions tailored to diverse client needs.
Deep dives
The Importance of Financial Advice Reform
Financial advice reform is crucial for helping the large number of Australians seeking assistance with retirement planning and investment decisions. Many individuals feel overwhelmed and unable to access the personalized advice they need due to the high cost and limited availability of advisers. This reform process aims to address these unmet needs, allowing organizations like Colonial First State to better assist their members in managing their financial futures. Improving access to financial advice not only benefits individuals but is also essential for the overall health of the financial services sector.
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