Browsing all articles from September, 2006


The average Australian expects to spend more than 20 years in retirement and will require almost $1 million to finance their desired lifestyle, findings from a huge study of Australian consumers’ financial understanding and attitudes towards super and retirement reveals.

The study, carried out by CoreData-brandmanagement, canvassed the …

There has been a notable shift in how prospective female clients engage with an adviser according this year’s CoreData Financial Planning Shadow Shop.

Generally speaking females had a tendency to be more influenced by straight information, insight and process. However in 2009 there has been a statistically significant …

Banks in Australia it seems don’t much care for microbusiness (those with less than $1.5 million a year in turnover) if the latest CoreData-brandmanagement mystery shopping is anything to go by.

CoreData-Brandmanagement recruited more than 150 people around Australia running microbusinesses that were either taking the leap from …

The catchline for the UK TV campaign encouraging citizens to fill in a self-assessment tax return in time is ‘tax doesn’t have to be taxing’. Unfortunately, this doesn’t apply to the latest HM Revenue & Customs changes to the tax relief on pension contributions.

In the UK, pension …

Barely two weeks ago, we wondered aloud whether the miracle allegedly wrought by Gail Kelly in her transformation of Westpac would see her become a saint this side of Christmas. Since then, the tropical fruit immortalised in Paul Keating’s 1986 republic comments has unfortunately re-entered daily conversation, and …

As we head into 2010, investors remain cautiously optimistic. However Australia is still operating as a two-speed economy with two distinct pockets emerging from a sentiment perspective – the optimists and the pessimists.

Much has been said about the nation’s dual or two-speed economy, with economists in the …

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Financial Planning Shadow Shopping

A study of financial planner ability to service and engage with real buyers of investment, superannuation and insurance advice.

Greener Pastures

A study of the drivers and barriers for advisers establishing their own AFSL.

Financial Planner Affection

A study of consumer sentiment towards financial advisers and financial planning groups.

Women In Super

A study of the female mindset when it comes to superannuation.

Australian Cash Report Q2 2011

A detailed analysis of the Australian retail deposit industry conducted quarterly. Q2 2011 focused on 'At-call account selection drivers'.

Australian Mortgage Report Q2 2011

A detailed analysis of the Australian mortgage industry conducted quarterly. Q2 2011 focused on Lender Strategy / marketing impacts.