Elite athletes know the value of having a coach, and when it comes to your finances, the benefits of ongoing, personal advice are proven. These benefits can stem from an increased knowledge of the tax rules or strategies available, or even simply having someone to provide the discipline or motivation you need to get ahead.

For many years, Russell Investments’ Value of an Adviser research has measured the benefit of professional financial advice, highlighting how it can help clients achieve their long-term goals. In 2025, they surveyed 700 Australian investors (both advised and unadvised) and nearly 200 advisers.

Key results from the survey

Clients who receive advice report strong financial and emotional benefits: 89% say advice makes them feel more confident and knowledgeable about their finances, 85% feel supported to make decisions aligned with their lifestyle and values, and 86% believe advice has improved their overall financial position.

In contrast, 57% of unadvised investors are only moderately or slightly confident about managing their money, and three quarters (76%) say they would feel more in control if they engaged an adviser.

The research also shows advisers are generally meeting expectations: 81% of advised clients rate their adviser at least eight out of 10, a strong indicator of satisfaction.

The following infographic highlights a number of the other key findings.

Did you know that the team at AGS Financial Group can provide you with whatever level of advice and assistance you need to make the most of your financial situation, and achieve your dreams? This not only incorporates advice from our team of financial planners, but also our in-house accountants and mortgage brokers, and external estate planning and property buying experts.

If you’d like to be achieving more, contact AGS for a free initial discussion.

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