BusinessHealth

According to our latest CATScan Client Survey* analysis, 54% of Australian financial planning clients are aged 60 years and over, and 45% are already retired. They view their adviser favourably and intend to remain with him or her – stable relationships all ’round! However this picture is set to dramatically change over the next 5 years or so, these baby boomer clients will soon have different needs to what they had when they first contacted their adviser. Superannuation and protection won’t be as high…

I’ve written previously about the need to dig a little, to get to the heart of a company’s value proposition – to prove what they say they will do, for the fees they want you to pay. It seems that, for any number of reasons, this is what a whole lot of Australian advisers will now be doing as they consider moving from their current licensee. If this includes you, I hope that the following insights (gained by Business Health’s…

Over the past few years, I enjoyed attending a number of Jimmy Barnes concerts. Up front I should declare my personal bias – he is an Aussie legend, right? But a couple of weeks ago at Sydney’s beautiful Town Hall, I saw another side to the great man. He presented what was essentially a reading of his latest book Working Class Man – a biography of his time from age 17, when he formed what was to become Australia’s iconic rock band…