Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 21 results for "Wealth Enhancers"

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
A Wealth Enhancers financial adviser was named the 2018 Rising Star of the Year award at this year's Association of Financial Advisers National Adviser Conference. The award, which is sponsored by ANZ Wealth, was presented to Rebecca Pritchard in ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Finalists: Zurich - We Stand by our Claims, So You Can Stand by Yours CareSuper - Compare PM Capital - Moneyball Wealth Enhancers - WEtv Show Digital Marketing Campaign of the Year: ANZ Wealth - Powering You With OneCare Finalists: TAL - Policy Fee Waiver ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... involvement, Peker said older investors are a different ball game. Catering exclusively to Generation Y clients, Wealth Enhancers chief investment officer Finn Kelly doesn't necessarily agree. "From our experience, we have learned that they demand a ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... which cater to niche markets, leading to more advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm has carved a niche in providing financial advice exclusively to ...

Money managers eye household debt

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... SEAT: 2018 CHIEF ECONOMISTS FORUM However, the doom and gloom may translate to an opportunity for some, says Wealth Enhancers' financial adviser Rebecca Pritchard. "A lot of our clients are very excited for a crash, and are ready and waiting to jump ...

Paying women more super not the answer

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... Porter said people are still not embracing super at lower levels of income because they don't trust the system. Wealth Enhancers chief experience officer Sarah Riegelhuth said she found it ridiculous that every single person in Australia will have a ...

Wealth Enhancers departs Synchron, goes independent

ALEX BURKE  |  TUESDAY, 28 JUL 2015
Generation Y-targeted advice firm Wealth Enhancers has set up its own Australian Financial Services Licence (AFSL). Wealth Enhancers was previously aligned with Synchron. According to Wealth Enhancers financial coach Rebecca Boles, the decision to go ...

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... Financial adviser Dominique Bergel-Grant, Kate McCallum from Multiforte Financial Services and Sarah Riegelhuth from Wealth Enhancers. The judges of the awards have taken into account education, experience, leadership within the profession, advocacy ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
... Affinity Private; David Clark, Clark Pacific Financial Services; Eleanor Dartnall, Dartnall Advisers; Finn Kelly, Wealth Enhancers & WE Private; and PJ Byrne, Mr Insurance. The Semi Finalists for the Practice of the Year Award are: Complete Financial ...

Industry marketing leaders receive top MAX Awards

LAURA MILLAN  |  THURSDAY, 19 JUN 2014
... Year (Superannuation) First State Super www.firststatesuper.com.au Best Website of the Year (Financial Planning) Wealth Enhancers www.wealthenhancers.com.au Best Website of the Year (Wealth or Investment Management) AMP Capital www.ampcapital.com.au ...
PAGE:
1
PREVIOUS
NEXT