This report was produced by Fidelity International in conjunction with the Financial Planning Association of Australia (FPA) and CoreData Research.

The research underlying this white paper is drawn from a range of existing sources, including Fidelity’s ‘Value of Advice’ report, Fidelity’s Financial Power of Women report, and CoreData’s Best Possible Retirement research. Additional insights and analysis were provided by Fidelity.

CoreData also conducted a comprehensive literature review, covering both reports previously published by CoreData and by external parties.