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Financial Planning

Financial Planning Week 2020

30 September 2020

Money & Life team

Money & Life contributors draw on their diverse range of experience to present you with insights and guidance that will help you manage your financial wellbeing, achieve your lifestyle goals and plan for your financial future.

The FPA is celebrating the 20th consecutive Financial Planning Week in Australia from 5 – 11 October 2020.  This year’s event coincides with the global celebrations of World Investor Week and World Financial Planning Day on Wednesday 7 October under the global theme “Live your today.  Plan your tomorrow”.

Financial Planning Week is all about inspiring Australians from all walks of life and ages to consider their personal finances and find out how having a financial plan provides greater peace of mind and security.

To kick off 2020 Financial Planning Week, the FPA conducted national research to explore the financial wellbeing of Australians six months into the COVID-19 pandemic.

The FPA Money & Life Tracker: COVID Edition reveals a snapshot of over 2,000 Australians and delves into their money and life issues amidst the pandemic.

Financial Planning Week is the perfect time to take positive steps toward controlling your financial wellbeing – now and into the future.

Here are some simple steps for those who want to make 2020 Financial Planning Week the start of a long-term commitment to financial success:

  • Start a ‘COVID-proof’ plan. Use the pandemic as an opportunity to harness the positive financial habits picked up during COVID. In other words, keep the COVID mindset even after COVID is over. Prepare two lists:
    1) expenses you don’t need any more and
    2) where you can better utilise this money e.g. save, invest, pay down debts or spend somewhere more appropriate
  • Think ahead. Work out where you want to be financially in the future (think 5 years, 10 years or retirement) and work backwards for how to get there, along with a timeline of achieving certain key milestones along the way
  • Make an appointment with an FPA qualified financial planner.

How to find a financial planner

The FPA has developed two tools to help connect Australians looking to speak to a financial planner who is an FPA member.

Match My Planner provides a no-obligation, safe environment to help you find the right CERTIFIED FINANCIAL PLANNER® professional for your unique needs and circumstances.

You’ll complete a short form with more information about your financial goals, location and demographics and CFP® professionals within your selected location will reach out if they match what you’re looking for.  It’s up to you to decide if you want to respond start a conversation.

CFP® professionals are internationally recognised for having the highest education and ethical standards in financial planning.

Alternatively, the FPA’s Find a Planner tool is a directory of all FPA financial planners in Australia.  This is a great place to start if you’re looking for a specific financial planner or practice, or you would like to search for all financial planners in your region.  You can also filter by location, languages spoken, read profiles and get in touch via phone, email or message.