The 5 questions sitting front of mind for advised clients: Money Management

Published 28 October 2024

Natixis Investment Managers has highlighted the top five questions that Australian financial advisers are hearing from their clients at the moment.

The firm’s research, in collaboration with CoreData, uncovered the most common queries that clients are asking their advisers amid greater economic volatility, higher cost of living and interest rates.

It found that 85 per cent of clients are asking if they will reach their goals, and 77 per cent are asking if they are protected from market downturns.

Some 73 per cent are inquiring what they need to outpace inflation, 65 per cent are asking how to preserve and pass on wealth, while 61 per cent are questioning why they should get back into the market if cash is so attractive.

“With the current economic environment creating uncertainty among investors, utilising an adviser is one of the best ways Australians can ensure they will achieve their financial goals,” said Louise Watson, Natixis country head for Australia and New Zealand.

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