Each year, the FPA and our members celebrate Financial Planning Week by exploring topical research around financial matters to raise awareness about the benefits of financial planning amongst Australian consumers.
In 2020, we celebrated the 20th consecutive edition of Financial Planning Week in Australia from 5 – 11 October.
For the first time, we also joined forces with two global celebrations:
- World Financial Planning Day presented by the Financial Planning Standards Board on Wednesday 7 October: and
- World Investor Week presented by International Organisation of Securities Commissions (IOSCO) from 5 – 11 October.
The global theme for 2020 was Live your today. Plan your tomorrow.
In Australia, in line with the global theme, Financial Planning Week focused on raising awareness about how FPA members can help Australians to access financial advice for life. This year’s campaign focused on new research looking at how Australians are feeling about their money and life issues six months into the pandemic.
Financial Planning Week is all about inspiring Australians from all walks of life and ages to consider their personal finances and find out how having a financial plan will provides greater peace of mind and security.
Our integrated campaign in Australia included new national research, media outreach, social media content and Money & Life consumer content.
The FPA commissioned new research, the FPA Money & Life Tracker: COVID edition examining the money and life issues of Australians amid the pandemic.
We sought the views of 2,000 Australians aged between 18 and 65 years old about personal finances, investments and more.
The Money & Life Tracker: COVID edition research reveals two distinct groups of Australians: those who lost income and were forced to dip into savings to get by; and those who were able to save money either because they felt in control of their financial position or were cautious of what the future holds. The research shows that those who had a financial planner by their side were able to cope more confidently than those who didn’t.
The campaign was promoted across national media, with key research findings shared across radio, TV, print and online.
Money & Life
The FPA’s Money & Life website included consumer-related content on the research and themes of this year’s campaign during Financial Planning Week.
Social media was used for sharing the research insights, eBook and Money & Life content by using the hashtags – #WFPD2020 and #FPWeek2020.
WANT TO FEEL MORE CONFIDENT IN YOUR OWN FINANCES?
A financial planner can help. To find an FPA member in your area, use our Match My Planner tool.