Education costs continue to outstrip inflation

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The latest Consumer Price Index (CPI) figures show that education costs continue to outstrip inflation, maintaining the trend that has persisted for the past decade. Parents’ concerns about the increasing cost of their children’s education are justified, warns Matt Walsh, head of Lifeplan. For the 12 months ended September 2013, education costs rose by 5.7 […]

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Parents should plan for rising education costs

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Despite government plans to direct further funding to education, parents’ concerns about the increasing cost of their children’s education are not over, warns Matt Walsh, head of Lifeplan. “The cost of education has been steadily increasing for some time now and there is no reason to expect this to change in the future,” Mr Walsh […]

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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 financial advisers have become significantly less happy with the technical ability of their adviser over the past six months.   The latest in a series […]

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Constant super tinkering highlights benefits of alternative strategies

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Constant Federal Government tinkering with the Australian superannuation system has created distrust in the eyes of most investors, but advisers can treat this as an opportunity to show the value of the advice they provide, says Matt Walsh, head of Lifeplan. “Advisers will be facing a challenging time convincing clients they should still treat superannuation […]

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Male and female satisfaction with financial advisers diverges

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Client satisfaction with their financial adviser has declined over the last six months, largely driven by falling satisfaction among male clients, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index.  It is the first time since the survey started in 2007 that there has been a divergence in the satisfaction levels of men and […]

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Clients happy with advisers’ trustworthiness and knowledge

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The latest Lifeplan ICFS Financial Advice Satisfaction Index shows that investors are satisfied with the trustworthiness and knowledge of their financial advisers, although they feel somewhat pessimistic about the performance of their investments overall. The survey of 418 investors who use financial advisers was undertaken in September by the University of Adelaide’s International Centre for […]

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