February 2019 Greeting You In My Grandmothers Tongue GLOBAL - - PowerPoint PPT Presentation

Macro To Micro February 2019

Greeting You In My Grandmother’s Tongue

32 CoreData Research is a global specialist financial services research and strategy consultancy, founded in 2002 and headquartered in Australia, with operations in Sydney, Perth, London, Boston and Manila. It provides clients with bespoke and syndicated research services through a variety of data collection strategies and methodologies, along with consulting and research, database hosting and outsourcing services. CoreData provides both business-to-business and business to-consumer research, while the group’s

• ffering includes market intelligence, guidance on

strategic positioning, methods for developing new business, advice on operational marketing and other consulting services.

ABOUT US

GLOBAL PRESENCE, LOCA CAL FOCUS

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TH THE COREDATA GROUP

“In God We Trust – Everyone Else Brings Data”

The Global View Unsafe at Any Speed

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One Chart To Rule Them All

Insert Slide of Milton Friedman And Simon Kuzenets

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From Chicago With Love

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Choose Your Deflation

The Law Of Unintended Consequences

My Favourite Accident Of History

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Alm lmost Exactly ly A Year Ago

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Let’s Start With Trust

55.2% 53.7% 51.7% 39.9% 38.7% 30.9% 57.2% 49.4% 36.6% 28.3% 29.1% 53.7% 41.2% 36.0% 29.7% 55.4% 35.2% 37.3% 72.0% 58.9% 49.0% 75.2% 60.1% 60.8% Accounting*** Royal Commission* Superannuation Financial advice Banking Mortgage broking ** 29.2% 27.8% 27.4% 24.3% 20.5% 12.0% 29.3% 27.7% 23.5% 22.7% 15.6% 28.7% 34.3% 30.0% 26.1% 24.6% 34.8% 33.1% 24.7% 27.9% 18.1% 41.7% 35.3% 39.5% 27.3% 19.6% 40.6% 40.6% 42.4% 29.9% 23.4% Government Real estate Life insurance Print media TV media Social media*** Q2 2019 Q1 2019 Q4 2018 Q3 2018 Q2 2018 % Trust (6-10) * New option Q1 2019 ** New option Q4 2018 *** New option Q2 2019 Q1 2018

Th The Unin intended Co Consequences

100 200 300 400 500 600 700 800 900 1000

Number of advisers per licensee Capital Risk In Dispute

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If You Think That’s Not Material To Fund Flow

Fund Flow from financial planners now exceeds $ 2 billion a month… The number one place we are losing members to is Aussie Super

Where’s The Risk?

Where’s The Risk? Risk Owner

Where’s The Risk? Risk Owner Risk Owner

Where’s The Risk? Risk Owner Risk Owner Risk Owner?

The Unpalatable Unspoken Truth Of Advice.

The Brutal Honesty Of What Advice Does

“The best day of the past 10 years was seeing Michael, that meant that Katherine had someone to talk to other than me about our money, gave us a very clear and easy way to map the next 10 years..”

The Brutal Honesty Of The New World

“He’s just called and told me I’m not paying a retainer anymore. And that I’m

• nly speaking to him once a year.. What happens when I die? Who does

Katherine speak to? How does she take control? She doesn’t understand how everything’s put together.. The way it was it was like a Gym membership – I didn’t have to use it.. But I could whenever I wanted to”

Four Years Of Pain In The UK

The Hidden Case For Growth

Who Owns The Risk?

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What We Can Prove About Advice

What benefit do ordinary Australians see from the provision of financial advice?

Confidence in financial decision making Add dding tangible va valu lue to

• asse

assets in retir retirement Confidence around budgeting and spending decisions Peace of mind Benefit from advisers “Alpha” Report higher levels of happiness

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Change Is Hard