At Treysta Wealth, we’re proud to celebrate Financial Planning Week 2025, running from 5–11 October. This week recognises the vital role financial advice can play in helping Australians achieve their goals and improve their financial wellbeing. It also coincides with World Financial Planning Day on 8 October, a global celebration of the positive impact professional guidance can have on people’s lives.
Financial planning is about more than managing money. It’s about empowering you to make informed decisions, plan for the future, and live a life aligned with what truly matters. Whether it’s boosting financial confidence, supporting your family, or planning for long-term wellbeing, the benefits of working with a trusted adviser are clear and measurable.
This week, the Financial Advice Association of Australia (FAAA) released its fourth annual Value of Advice (VOA) Index, highlighting the real-world impact of financial advice. People who work with advisers report significant improvements not only in financial confidence and satisfaction but also in mental health, family life, and overall wellbeing. In fact, 64% say advice has improved their mental health and 51% say it has positively impacted their family life. Importantly, 93% report being tangibly financially better off with advice, and 96% agree the value they receive outweighs the cost. The research shows that professional guidance can be both empowering and truly life-changing.
Financial planning can help clients uncover their authentic goals, those that reflect values, priorities, and the life they truly want. Many people approach planning with ‘socialised goals,’ shaped by societal expectations rather than personal values. At Treysta Wealth, we focus on what matters most to you, designing strategies that support your unique vision for life.
Financial Planning Week is the perfect time to reflect on your goals and consider how professional advice can make a real difference in your life. We’re proud to celebrate Financial Planning Week and invite you to explore the Value of Advice Index to see how professional guidance can help you achieve your goals and live the life you truly want.
Harness the full power of financial planning. Contact the Treysta Wealth team today to create a tailored strategy that helps you achieve your goals, safeguard what matters most, support your financial and personal wellbeing, and unlock confidence, control, and clarity in every aspect of your life.
Written by Mark Nagle, Co-CEO and Executive Director at Treysta Wealth
