By Yasmine Raso
Publication Date: 2025-11-27 19:23:00
Digital tools and resources powered by artificial intelligence (AI) are credited with boosting Australians’ financial advice journey, despite full accessibility still being severely lacking, according to new research from Investment Trends.
The research firm’s 2025 Financial Advice Report – based on a sample of 7,549 Australian adults surveyed – found that while the number of advisor-client relationships has stabilized and customer satisfaction has fallen into positive territory, several barriers to accessibility remain – with cost being the most commonly cited.
“Clear and personally relevant advice forms the basis for lasting trust,” said Julian Cappe, Head of Research at Investment Trends.
“Australians are showing they want to work with advisors who can deliver this clarity – this will be the real differentiator in a market where trust and…
