The Emerging Affluent are younger, well-educated, mostly professional Advisable Australians who have tremendous potential as financial advice clients, both now and in the future.
* Today there are 1.5 million of them who control about $2.2 trillion of household wealth*.
* 70.0% are Generation Y, with an average age of 37. Not surprisingly they are tech early adopters.
* Four in 10, use a financial adviser today with another 5 in 10 likely or possible to seek advice soon.
* Almost half are looking to build or diversify their investment portfolio in the next 3 years.
In this presentation, hear from Andrew Braun, Netwealth's General Manager of Marketing, as he provides a playbook on how to attract, manage and retain this important future market, who are very unlike Baby Boomer clients.
*Netwealth The Advisable Australian Report 2021
