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 …


