Reports and services for institutions

Personal Finances of Wealthy Australians - Institutional Report

This landmark 130 page study filled with 100's of full-colour charts and tables provides new proprietary data and new ways to look at what wealthy (and aspirational) target clients "own, owe, are worth, earn, spend, save, invest and insure". It is also a real-data story of wealth and shows how it is created, who has it and how people feel about their finances. Information sourced from highly detailed financial information (see client analysis reports) studied against extensive demographic and behavioral indicators (more than 40 different inputs). Designed for marketing managers, leaders of distribution organisations, product developers and strategists in retail and private banks, fund managers, superfunds, insurers, dealer groups, stock brokers, lenders, property professionals and others deeply interested in wealth management.

Use this to better target the wealthy, identify new segments (including a wealthy "not doing paid work, not retired"), set sensible business targets, develop products and services tailored to needs, communicate benchmarks to clients ...  

Download a prospectus and detailed contents

Other services to institutionals

Please contact us (direct: Dr Douglas Turek, ph +61/3 8620 9915, dturek@wealthbenchmarks) to discuss online tools for advisors and front line staff, seminars, website advertising and sponsorship, custom research, content and permisssions for consumer and advisor newsletters ...