Wealth Insights Investor Market Trends Report

 

Investors are also a major force in the wealth management industry and often dictate how and where their funds are invested. The Wealth Insights Investor Market Trends Report looks at different aspects of investors' attitudes and behaviours.

The most recent report looks closely at a unique segment of Australian investors – the Boomer Investors. The Boomer Investors are a loose subgroup of the baby boomers aged 45-65 who have a minimum of $50,000 in investable assets outside their compulsory superannuation and family home.

Fuelled by both government and media attention on the inadequacy of existing retirement policies, the past decade has seen Boomer Investors become more aware of the need to invest.  They now represent a key target for investment managers because:
 

  • They control a sizeable portion of the wealth in Australia, having reaped the benefits of an extended period of economic growth and been forced to contribute to superannuation
  • They are entering a highly active investment period where they are beginning to transition from a wealth accumulation phase to a wealth consumption phase
  • They are a generation who largely believe they will not receive the government old age pension


The report provides a detailed understanding of this lucrative market. It highlights the many opportunities that await those who cater to the maturing Boomer Investor market and how service providers can broaden their appeal and effectively differentiate themselves. Areas addressed in this report include:
 

  • Attitudes towards and financial preparedness for retirement
  • Investment knowledge and attitudes towards different investment types
  • Attitudes towards and investments in managed funds
  • Sources of advice and information relied upon when making investment decisions
  • Attitudes towards and use/ barriers to use of financial planners.
 

Click here to view the Table of Contents of the latest Investor Market Trends Report.



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