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 language | English |
---|---|
Pages (from-to) | 139-141 |
Journal | Australasian Journal on Ageing |
Volume | 23 |
Issue number | 3 |
Publication status | Published - 2004 |