Financial Planning Week 2021

Celebrating the 21st Financial Planning Week in Australia from 4 – 9 October 2021, joining forces with global celebrations of World Financial Planning Day on Wednesday 6 October and World Investor Week from 4 – 9 October.

Live your today, plan your tomorrow

A financial plan gives you the confidence to get through today and prepare for the future, no matter what life throws at you.

Celebrating Financial Planning Week 2021

New research

What are the money and life issues Australians are facing 18 months since the COVID-19 pandemic started? How has this period of time impacted people’s finances?

The FPA has commissioned research, FPA Money & Life Tracker: Freedom edition, to determine the impact of COVID-19 and the consequent lockdowns on Australians’ work income, financial habits and outlook.  

Here are some interesting insights from this year’s research report FPA Money & Life Tracker: Freedom edition:

  • The top financial goals of Australians over the next 12 months are:
    • Hit a savings goal – 52.4%
    • Pay for a holiday – 44.4%
    • Pay off mortgage – 32.4%
    • Start investing – 16%
  • For Australians who see a financial planner
    • 11% increased contact with their financial planner in response to the pandemic
    • 6.5% are embracing digital platforms to receive financial advice
  • Interestingly, the top three changes Australians made in response to the pandemic include:
    • Being more frugal about lifestyle choices – 44.7%
    • Increasing savings – 43.9%
    • Focused on paying down debts as a priority – 41.3%

This year’s research follows on from FPA’s 2020 Money & Life Tracker: COVID edition, a report which revealed the financial concerns of Australians, their experience of money-related stress and changes in financial behaviour they’d made in response to the financial consequences of the first year of the pandemic.

Connect with a financial planner

If you’re ready to find out how financial planning can help you, make an appointment with an FPA member who is a qualified financial planner. To help match you with the right financial planner for you, use the FPA’s Match My Planner service to reach a CFP® professional, or search the online Find a Planner directory.

Money & Life

The FPA’s content hub Money & Life is designed to help you learn more on how to improve your financial wellbeing with access to free information.

Media outreach

Financial Planning Week will be promoted across national media, with key research findings shared across radio, TV, print and online.

Social media

Follow the Financial Planning Week conversations on social media using #WFPD2021 and #FPWeek2021.

Global event

To celebrate World Financial Planning Day, FPA members are invited to join the global panel discussion hosted by Financial Planning Standard Board (FPSB) on the future of client needs and advice delivery.

Watch live at 11:00pm AEDT on Wednesday 6 October

Watch on-demand: Recording available post-event

Member toolkit

FPA members can access the research findings, infographics and social media images and the Financial Planning Week logo to use on your own websites and newsletters. Download from Member Centre