Consumer financial priorities revealed ahead of Budget

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New consumer research findings ahead of the Federal Budget reveal that building up savings is the current top financial priority for Australians. The research conducted for Australia’s leading specialist insurer TAL

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Twisted Clients…why they say goodbye!

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Customers leave us, and most times we blame someone else.  It gets called churn, or twisting. Probably the most contentious issue in the financial services industry is the issue of

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Client satisfaction up but question advisers’ technical ability

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The ongoing noise about changes to financial services’ regulatory requirements appears to be affecting attitudes towards financial advisers. The latest Lifeplan ICFS Financial Advice Satisfaction Index* has shown clients of

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Leisure spending is top financial priority for festive Aussies

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Australians are prioritising spending on holidays and leisure over other longer term financial goals according to a nationwide poll from TAL.  The research has found that the festive spirit of

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