Promoting financial planning research and education for the benefit of the public, financial planners, academia and industry.

The Foundation is committed to technical research that examines best practices in financial planning decision-making, behavioural research that examines the impact of human behaviour on effective financial planning and societal research that examines the benefits of financial planning on society as a whole.

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Founders Club

Thank you to our supporters and partners for their generous donations and time in supporting the research priorities of the Foundation.