Serving seniors better : service guidelines for financial planners

Simone Pettigrew, K. Mizerski, R. Donovan

Research output: Contribution to journalArticle

2 Citations (Scopus)

Abstract

Methods: Focus groups and a national telephone survey were conducted with Australian seniors to generate 10 service guidelines for financial planners.Results: The issues covered by the 10 guidelines are considered highly important by Australian seniors, with some apparent differences in ratings between older and younger seniors.Conclusion: Seniors have specific attributes they require in financial planners. In particular, they seek trusting relationships and wish to be treated with dignity.
Original languageEnglish
Pages (from-to)139-141
JournalAustralasian Journal on Ageing
Volume23
Issue number3
Publication statusPublished - 2004

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    Pettigrew, S., Mizerski, K., & Donovan, R. (2004). Serving seniors better : service guidelines for financial planners. Australasian Journal on Ageing, 23(3), 139-141.