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The Established Affluent are some of the wealthiest and most well-established Australians who, combined, control an estimated $4.1 trillion of household wealth. In the Advisable Australian 2022 report we pay special attention to this group, and provide a playbook for financial advisers on how to attract, advise and service the Established Affluent with seven important opportunities or tactics.

The Emerging Affluent are a younger, well-educated, mostly professional Advisable Australian who have tremendous potential as financial advice clients both now and in the future. As the name suggests, they are on the way to becoming affluent and there are 1.5 million of them who control about $2.2 trillion of household wealth*. This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.