Browsing all articles in Mortgages & Lending


Virgin Money’s attempts to become the Robin Hood of UK high street retail banking may have hit an immediate paradoxical blip after announcing plans to charge new customers who hold an account.

The group formally changed from a being a virtual bank to a bricks and mortar institution …

Christmas is upon us again – the time of year when consumer marketing goes into hyper-drive.

For many, the irresistible compulsion to overstretch not just our waistbands, due to gluttonous consumption of turkey and festive treats, but financially is at its peak.

Without aiming to sound bah, humbug,

UK housing affordability is back on the political smorgasbord menu after a soup of data was released this week.

Bizarrely, the barrage of information from multiple sources was somewhat conflicting and as a result consumers were left confounded as to whether things were getting better or worse.

Two …

Every year at CoreData we run a mystery shopping exercise to understand which business in Australia is the most efficient at attracting and processing home loan customers.

We do this by sending hundreds of Australians who are in the market for a home loan out to get a …

NAB, which for the past year has been written off as the weakest of the Big Four banks, is starting to post some serious numbers in retail banking on the back of its decision to focus on price as the clear point of separation.

NAB’s big focus has …

This blog could very well be called “And then all of a sudden something magical happened”, because that appears to be the current NAB banking strategy.

It’s no secret that NAB has decided that it’s going to have to change tack in the Australian banking landscape. That languishing …

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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.