Helping businesses create better retirements for clients and their teams
Impaktful equips businesses with tools to create fulfilling retirements by addressing emotional, social, lifestyle, and practical needs, enabling clients and employees to thrive.
Exclusive Early Access: Retirement Readiness Assessment
Get exclusive early access to our new Retirement Readiness Assessment. This tool is currently in development, giving you a first look at its capabilities. Assess non-financial retirement readiness – a crucial complement to financial planning – and explore how it can benefit your clients.
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Clients expect more than just portfolio management for their fees
Technology is disrupting traditional portfolio management services
Balancing retiree needs with next-generation planning is complex
Advisers struggle to incorporate lifestyle goals into financial plans
Retirement Health Risks in Numbers
1 in 4
Australians are detrimentally affected by social isolation
46%
Higher risk of death retiring without purpose
33%
Higher risk of depression retiring without purpose
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Many find retirement tough, even with enough money
Loss of identity and Purpose
Reduced social connections
Difficult Finding fulfilling activities
These issues can lead to depression, cognitive decline, and reduced quality of life
The Opportunity for Purpose-Driven Retirement Planning
Create More Profitable Clients
- Add more value to your clients and increase fee revenue
- Build deeper, longer-lasting relationships and increase customer lifetime value
- Allow your practice to service more revenue with a smaller team
Generate Quality Referrals
- Turn satisfied clients into passionate advocates
- Have clients talking about what you do beyond investment management
- Stand out in a crowded market with an approach that resonates deeply with clients and their peers
Secure Generational Wealth
- Connect with entire families to ensure multi-generational client relationships
- Be at the centre of the $3 trillion+ wealth transfer that is underway
- 72% of wealthy individuals believe it's important to pass on values to the next generation, not just wealth
Our Mission
Impaktful was founded to address a critical gap in retirement planning. We recognised that while many retirees achieve financial security, they still struggle with finding purpose and fulfilment. Our mission is to empower financial advisers to guide their clients towards truly rewarding retirements that go beyond just financial well-being.
Our Team
Adrian Patty
Adrian, a former financial adviser turned tech innovator, is passionate about rethinking how advice is delivered. He thrives on solving complex problems with simple, impactful solutions—challenging the status quo and bringing bold ideas to life. Whether improving client engagement, streamlining processes, or creating smarter tools, Adrian is driven by innovation that leads to real change.
Ben Marshan
Ben is on a mission to advance financial advice and ensure Australians get the most from it. A self-confessed policy nerd, he’s passionate about shaping better frameworks, compliance, and innovation. He also loves bringing experts together to share knowledge and elevate the profession—because great advice thrives on collaboration and collective wisdom.
"Don't simply retire from something; have something to retire to."
C.S Lewis