Mr Tax Agent

"A mobile after hours registered tax agent that you can trust."


Engagement key to retaining clients

Posted on 28 September, 2016 at 10:50

Speaking in a recent webinar hosted by netwealth, Investment Trends research director for wealth management Recep Peker said a survey conducted by the firm in June this year indicated 100,000 fewer consumers were using a financial planner compared to the same time last year.

The company put this down largely to a lack of communication between advisers and clients, with 500,000 of the 2.3 million Australians who use a financial planner having not heard from their adviser during the previous 12 months.

Additionally, 36 per cent of those who had stopped using a financial planner in the past year said it was because they no longer saw value for money in their service.

Read more at:

Categories: None

Post a Comment


Oops, you forgot something.


The words you entered did not match the given text. Please try again.