About This Report

The fifth edition of the 'Roy Morgan Wealth Report' provides financial institutions and other organisations with unique insights into Australians’ personal wealth by measuring both debt and assets. It uses information derived from the most extensive and long-running study of consumer financial behaviour in Australia to fill the knowledge gaps around individual wealth across the whole population.

It details Net Wealth from 2007 to 2019, showing the makeup of both assets and debt and the wealth breakdown across a range of variables including age, gender, state location, wealth deciles and employment type. The report tracks how personal wealth has changed since immediately prior to the Global Financial Crisis, providing invaluable data as Australia grapples with the impacts of the COVID-19 pandemic.

Each edition also includes a special focus topic. For the fifth edition, this is wealth distribution across electorates, including by political party.

In this report, you’ll gain a better understanding of Australians’:

Personal Wealth
Personal Debts
Net Wealth

You’ll be able to view:

Detailed Asset Analysis
Demographic and Geographic Trends
Long-term National Trends

You can use this report to:

See how demographic shifts are altering assets and debt in Australia, and the impact this is having on Net Wealth
Scope your own client/customer data against the bigger picture of personal wealth in Australia
Inform policy decisions (for Banks, Financial Institutions, Government and more) on vital issues including retirement funding for an ageing population.
Maximise advertising spend to reach the most receptive audience (for Corporations, Government and NGOs)
Ensure organisational strategic plans account for changing wealth trends across the population.

Additional Information

Roy Morgan has a uniquely large and detailed source of financial data, compiled from more than 50,000 interviews annually over more than two decades.

This report explores personal wealth and debt, providing crucial information with detailed segment analysis, including wealth deciles, demographics, geographic breakdowns, and psychographics.

It provides users with an evidence-based understanding of the state of Australians’ personal wealth and debt: its composition, where it is held, who holds it and how that is changing.