The new game plan

Article Abstract:

Robert Lipman a financial planner who works with investments bank Investec has a meeting with his clients every year to assess whether they have gained from his advice. Investec has its targets for each client and to achieve that each planner tries to provide the client with the best of the financial plan that will bring him good returns on investments.

Author: Kavanagh, John
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2004
Conferences, meetings and seminars, Financial planners, Lipman, Robert

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Personal Investor award for excellence in financial services 2005

Article Abstract:

The criteria set by Personal Investor magazine for giving award for excellence in financial services for the year 2005 are discussed. One of the important factors considered is the customer service provided by the banking and financial services sector.

Author: Kavanagh, John
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
Financial Services, Finance and Insurance, DEPOSITORY INSTITUTIONS, Periodicals, Financial services industry, Achievements and awards, Periodical publishing, 2005 AD

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What the rate rise means for investors

Article Abstract:

The impact of the rise in interest rates by Reserve Bank of Australia on fixed-interest market is examined.

Author: Kavanagh, John
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
Government expenditures, Research Findings, Interest Rates, Economic aspects, Economic policy, Marketing research, Market research, Australia. Reserve Bank of Australia

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Subjects list: Australia, Customer relations
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