Financial Fitness Whitepaper

Our 2019 whitepaper highlights the different challenges facing Australians in becoming financially fit, the rising cost of living and the financial stress Australians are currently under.

What does “financial fitness” mean to you?

Is it having enough money to do exactly what you want to do, when you want to do it? Is it having enough saved to protect yourself from life’s unforeseen crises? Or is it simply having enough to cover the day-to-day costs of living?

We have partnered with CoreData to survey of more than 1000 Australians to help shed some light on these questions in our Financial Fitness 2019 Whitepaper.

The 2019 whitepaper highlights the fact that the challenges faced by women in becoming financially fit can often be greater than those facing men. Just over a third of women are confident they’re on-track to achieve financial success, while well over half of all men say the same thing. Women are more likely than men to say they feel financially stressed. And women are less confident they will be able to retire when they want to.


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Key insights

Close to 3 in 5 Australians are worried about their current financial situation

More than half of respondents cite the rising costs of goods and services as one of their financial concerns.

40% of us see ourselves as more financially knowledgeable than we actually are.

% of men and women that feel confident they are on track to achieve financial success.

The single greatest concern for the next 12 months is the rising cost of living.

Financial Fitness Whitepaper

Watch some of the key take-outs from our Whitepaper

Jenny's journey to financial fitness

As seen in

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The Adviser

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Your Life Choices

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Cost of living fears rise: Research.

Yahoo Finance

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