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Home > Business/Finance > Financial Services > Financial Management
The Australian Wealth Market Map
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| Published Date:
October 2006
Published By:
Datamonitor
Page Count:
71
Order Code:
R313-16971
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- CHAPTER 1 INTRODUCTION
- What is this report about?
- Who is the target reader?
- How to use this report
- CHAPTER 2 THE AUSTRALIAN WEALTH MARKET MAP
- The Australian market looks to be attractive for wealth management versus other markets
- Australia's wealth market is attractive in its own right
- Retail wealth has grown well
- Affluent wealth in Australia is growing strongly
- And the affluent population is growing accordingly
- Regionaly the wealth market map reveals considerable differences
- The value of individual wealth held in each state varies
- The wealth in each state displays definite characteristics
- Income distribution too varies by region
- Across Australia the number of high-income individuals is growing
- The income distribution in each state varies greatly
- There are a few postcodes around the country that display rapid growth in average income
- Through analysis of the wealth map there are clearly gaps that competitors can take advantage of
- Competitor coverage is confined to small areas
- As a result some areas have been overlooked
- Two state capitals are totally overlooked
- And rural areas in QLD and WA could offer potential
- Individual wealth creation in Australia will slow
- Overall wealth will grow strongly, but will not match historical trends
- But regional growth will differ greatly
- CHAPTER 3 APPENDIX
- Data
- State/ territory specific wealth data
- Definitions
- AAGR
- Affluent
- CAGR
- Gini index
- Liquid assets
- Liquid asset bands
- Research methodology
- The Global Wealth Model
- The UK sub model
- Asia-Pacific sub model
- Forecasting methodology
- Datamonitor's wealth numbers compared with others' numbers
- Bespoke Wealth Market Sizing
- Further reading
- Datamonitor Asia-Pacific Wealth Reports
- Datamonitor Asia-Pacific Insight Reports
- Datamonitor Global Wealth Service: Competitor Tracking
- Asia-Pacific contacts
- List of Tables
- Table 1: NSW dominates the list of the top ten suburbs ranked by average income
- Table 2: VIC and WA are home to the fastest growing postcodes by average income
- Table 3: Private banking, wealth management and premier banking suites around Australia, by state/ territory
- Table 4: Domestic market capitalizations of selected Asia-Pacific stock exchanges, 1999-2005
- Table 5: Growth and number of individuals with more than USD60,000 in liquid assets across various Asia-Pacific countries, 2001-2010
- Table 6: Real GDP growth across selected Asia-Pacific countries, 2001-2005
- Table 7: Components of Australian retail liquid assets, 2001-2005
- Table 8: Liquid assets of affluent individuals in Australia, 2001-2005
- Table 9: Number of affluent individuals in Australia, 2001-2005
- Table 10: Share of liquid wealth in Australia by state/ territory, 2005
- Table 11: Growth of affluent assets, affluent population as a percentage of total adults and value of affluent assets across the eight Australian states and territories, 2001-2005
- Table 12: Indexed Gross State Product, 2000-2005
- Table 13: Value of taxable income earned by those with annual income of more than AUD100,000 per annum, 1999-2004
- Table 14: Share of high income individuals in Australia by state/ territory, 2004
- Table 15: Growth of high income individuals, high income individuals as a percentage of total adults and number of high income individuals across the eight Australian states and territories, 2001-2005
- Table 16: Liquid assets of affluent individuals in Australia, 2006-2010
- Table 17: Number of affluent individuals in Australia, 2001-2005
- Table 18: Growth of affluent assets, affluent population as a percentage of total adults and value of affluent assets across the eight Australian states and territories, 2006-2010
- Table 19: Value of affluent assets and number of affluent individuals in New South Wales, 2001-2005
- Table 20: Value of affluent assets and number of affluent individuals in New South Wales, 2006-2010
- Table 21: Value of affluent assets and number of affluent individuals in Victoria, 2001-2005
- Table 22: Value of affluent assets and number of affluent individuals in Victoria, 2006-2010
- Table 23: Value of affluent assets and number of affluent individuals in Queensland, 2001-2005
- Table 24: Value of affluent assets and number of affluent individuals in Queensland, 2006-2010
- Table 25: Value of affluent assets and number of affluent individuals in South Australia, 2001-2005
- Table 26: Value of affluent assets and number of affluent individuals in South Australia, 2006-2010
- Table 27: Value of affluent assets and number of affluent individuals in Western Australia, 2001-2005
- Table 28: Value of affluent assets and number of affluent individuals in Western Australia, 2006-2010
- Table 29: Value of affluent assets and number of affluent individuals in Tasmania, 2001-2005
- Table 30: Value of affluent assets and number of affluent individuals in Tasmania, 2006-2010
- Table 31: Value of affluent assets and number of affluent individuals in the Australian Capital Territory, 2001-2005
- Table 32: Value of affluent assets and number of affluent individuals in the Australian Capital Territory, 2006-2010
- Table 33: Value of affluent assets and number of affluent individuals in the Northern Territory, 2001-2005
- Table 34: Value of affluent assets and number of affluent individuals in the Northern Territory, 2006-2010
- Table 35: Wealth markets that have been modeled using the Global Wealth Model
- List of Figures
- Figure 1: The ASX only fell slightly in comparison to many exchanges during the tech crash
- Figure 2: The number of affluent individuals has grown strongly in Australia over the 2001-2005 period relative to other developed markets in Asia-Pacific
- Figure 3: Australia's Real GDP Growth has remained relatively stable over the 2000-2006 period at between 2% and 4%
- Figure 4: Direct equity investment and collective investments have grown at the fastest rates over the 2001-2005 period
- Figure 5: The value of liquid assets held by affluent individuals in Australia has grown at a rate of 10.8% compounded annually over the 2001-2005 period
- Figure 6: Individuals with between USD60,000 and USD800,000 in liquid assets have grown strongly over the 2001-2005 period
- Figure 7: Those with more than USD800,000 (~AUD1m) numbered 80,000 in 2005
- Figure 8: The pots of affluent wealth in each state vary greatly in size
- Figure 10: Gross State Product (GSP) in QLD, WA, ACT and TAS grew fastest over the 2001-2005 period, contributing to growth in wealth
- Figure 9: The fastest growth in affluent wealth has occurred in QLD, NT and WA, while ACT and TAS are home the highest proportion of affluent individuals versus total adult population
- Figure 11: High-income individuals in Australia numbered almost 360,000 in the 2003-2004 tax year and earned AUD71bn in income
- Figure 12: NSW and VIC accounted for a large proportion of high-income individuals
- Figure 13: QLD, WA and NT saw the fastest growth in number of high income individuals over the 1999-2004 period
- Figure 14: Typically the offices and private banking suites of the major players in Australia are concentrated in the major capital cities, NAB's offices offer the only notable exceptions
- Figure 15: There are pockets of wealth around Australia that are overlooked by those competitors targeting wealthy individuals
- Figure 16: The value of liquid assets in Australia will grow strongly over the 2006-2010 period
- Figure 17: The three 'mining states' QLD, WA and NT will see the fastest growth in affluent wealth over the 2006-2010 period
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