Modern Australia, Modern Advice: register for our session with Mark McCrindle

Modern Australia, Modern Advice: Turning trends into advice that connects

Register for our session with Mark McCrindle and dive into new research revealing the trends reshaping Australian advice—and the gap advisers are best placed to close.

Australia is changing—not just in the numbers, but in the way people think, decide and act on their financial futures.

TAL has partnered with McCrindle to build the Modern Australia Index (MAI), a new national benchmark tracking the aspirations, pressures and behaviours shaping how Australians approach security, trust, technology and protection. The results reveal a clear and consistent pattern: Australians know what matters to them, but many are struggling to turn that intent into action.

Nowhere is this gap more pronounced than in financial protection. One in three Australians surveyed reported having life insurance—yet only 13% say they set cover up through a financial adviser. That's not just a statistic. It's a signal of real, unmet demand for the kind of guidance advisers are uniquely positioned to provide.

Join renowned social researcher and demographer Mark McCrindle, in conversation with TAL's Scott Hoger, as they unpack what this research means for your practice. This session goes beyond the data to explore what's actually driving client behaviour today—and what it will take to stay relevant as those behaviours keep shifting.