CoreData Consulting has a deep understanding of the financial advice and wealth management industries, developed through regular touch points with financial advisers and years of experience working in the industry.
Australia's superannuation industry faces a raft of challenges, particularly around legislative change and member engagement. CoreData Consulting is particularly interested in understanding the behaviour of self-managed super fund (SMSF) trustees.
We provides bespoke consulting to the mortgage and lending sector from both a business-to-business distribution channel perspective and also a business-to-consumer point of view.
The Post Retirement Research attempts to understand the inherent challenges associated with retaining super fund members post retirement. The study enables super funds to identify the reasons why members change funds at retirement and identify methods to prevent members from leaving the fund, including potential product and service solutions.
With baby boomers hitting retirement age, funds across Australia are witnessing a shift from accumulation to decumulation among many of their highest value members. While funds have to focus on keeping older higher value members by offering appropriate product and service solutions, they also have to focus on the future – that is on younger generations who will provide future growth for funds.
CoreData’s Member Retention report will provide valuable insights into how to retain those members most likely to switch funds, or set up their own SMSF.
The CoreData Self-Managed Super Fund (SMSF) Service Provider Awards were held on Thursday 17 September 2015. The awards event was proudly presented by Self Managed Super Magazine.