Financial planning value proposition: Laying the groundwork based on clients’ perspective

Santacruz, Lujer and Brimble, Mark (2014) Financial planning value proposition: Laying the groundwork based on clients’ perspective. In: 3rd Annual Personal Finance and Investment Symposium, 11 Nov 2015, Adelaide, South Australia.


The research lays some groundwork for developing value propositions for personal financial planning services. The research utilises qualitative and quantitative research methods in two phases. The first phase involves a review of the current research and commentary on this topic and semi-structured interviews with financial planning clients to develop a series of questions that will be used in a survey in phase two. The survey is administered among personal financial planning advisers and clients across Australia. The interviews and the survey identify the current state of personal financial planning value propositions as well as the key success factors in successful adviser-client relationships throughout the various stages of the relationship. The outcomes of this research will make an important contribution to the academic literature and serve as an aid in the development of strong value propositions for financial planning practices and policy makers.

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Item Type: Conference or Workshop Item (Commonwealth Reporting Category E) (Paper)
Refereed: Yes
Item Status: Live Archive
Additional Information: The version submitted is a research-in-progress at the time of the conference.
Faculty/School / Institute/Centre: Current - Faculty of Business, Education, Law and Arts - School of Commerce
Date Deposited: 29 Aug 2016 06:02
Last Modified: 15 Feb 2017 23:50
Uncontrolled Keywords: financial planning, value proposition
Fields of Research : 15 Commerce, Management, Tourism and Services > 1502 Banking, Finance and Investment > 150299 Banking, Finance and Investment not elsewhere classified
Socio-Economic Objective: B Economic Development > 90 Commercial Services and Tourism > 9001 Financial Services > 900199 Financial Services not elsewhere classified

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