The New Value of Advice
What High-Net-Worth Investors want in an age of uncertainty
44%
of adviser switching is driven by a lack of personalisation.
80%
of HNW investors already use AI to research their finances
24 hours
The communication benchmark separating higher and lower client satisfaction.
The volatility opportunity
Geopolitical uncertainty, persistent inflation and policy change continue to shape investor sentiment. To understand the impact on advisers, Praemium partnered with CoreData to survey 139 high net worth investors across Australia.
The research explored:
- How investors are responding to market volatility
- Where they turn for information
- What they expect from their adviser
The key finding: human personalisation matters
Investors are more informed and self-directed than ever, with many using AI and other sources to research their finances. Yet the value of professional advice remains strong.
In uncertain times, investors want tailored guidance, timely communication and the confidence that comes from a trusted human relationship. While information is abundant, confidence remains personal.
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