(08) 9240 4211 
A 2025 survey commissioned by Xero found that 86% of Australian business owners work with a financial advisor. The research shows that businesses receiving quality advisory support are more likely to experience better financial outcomes and feel more confident in the decisions they make.
These recent findings highlight just how significant that impact can be. 51% of businesses working with an advisor reported revenue growth in the past year. Among those without one, that number dropped to 38%. This gap isn’t a coincidence. With the right advice, business owners are more likely to spot opportunities, make informed decisions, and focus their resources effectively.
Increased confidence in decision making is another key difference. 67% of owners who work with an advisor say they feel very confident in running their business, compared to 55% of those who don’t. That extra confidence matters as it often leads to stronger leadership, better planning, and a more proactive approach to challenges and change.
The strength and quality of the advisor relationship also plays a big role. The best results come when owners and advisors work closely together not just on finances, but on strategy, goals, and long-term planning. Among top performing businesses, 76% report working very closely with their advisor. These are partnerships built on trust, regular communication, and shared understanding of where the business is headed.
A strong advisor brings clarity and perspective. While owners are focused on daily operations, advisors help identify risks, improve efficiency, and guide bigger picture decisions. Their external view is often what helps business owners move forward with more confidence and less hesitation.
Ultimately, financial advisory plays a much bigger role than reporting alone, it’s a tool for growth. The businesses seeing the greatest success are those that treat their advisor as a strategic partner. With clear evidence of improved performance and stronger leadership, quality financial advice proves to be a smart, long-term investment for businesses.
Fortuna Advisory Group has experience supporting and growing many businesses throughout Australia, if you are needing advisory services feel free to contact us and leverage the benefits of quality advice and support.
