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| | | ... how their plan measures up to their goals. The tool can also estimate Age Pension eligibility, include a spouse's financial details and model how decisions such as taking an overseas holiday or helping out children with a home deposit will impact ... |
| | | | ... Equity, in the coming four to five years. Investments in the portfolio include Novigi, a data solutions provider to the financial services industry, PRP Diagnostic Imaging, providing diagnostic imaging across NSW, and Render Networks, providing SaaS ... |
| | | | A survey by the Financial Advice Association Australia (FAAA) found Australians with a financial adviser are more confident in their perceived quality of life. According to the FAAA's 2025 Value of Advice Index, 93% of advised Australians say they are ... |
| | | | ... Global Growth Fund and the OC Dynamic Equity Fund were also closed to super investors. A Macquarie spokesperson told Financial Standard : "We are continuously reviewing the investments which are available on our super platform menu, and we have taken ... |
| | | | ... designed to support all licensed and self-licensed practises within its network, which comprises Akumin, Fortnum, Personal Financial Services, and Entireti Alliances. Salita functions to streamline solutions for the implementation of investment advice ... |
| | | | Financial advice firm Lorica Partners is merging with Multiforte Financial Services, uniting the two companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff ... |
| | | | The Australian Financial Complaints Authority (AFCA) has completed its latest update of the AFCA Datacube, which makes data on complaints publicly accessible to consumers and financial firms. The latest update provides data on complaints made within ... |
| | | | ... investment officer Eduardo Repetto said. "Our goal is to provide low-cost, broadly diversified active solutions that empower financial professionals to create value for their clients. These dual access vehicles offer eligible investors the flexibility ... |
| | | | ... mid-2024 and has more than 20 years of experience in private lending markets, holding senior positions with a number of financial services firms including Grant Samuel and Commonwealth Bank of Australia. He has been leading Centuria Bass as the deputy ... |
| | | | ASIC is urgently calling on financial advisers to review the accuracy of their Financial Adviser Register profile if they intend to continue providing advice into 2026 and beyond. The regulator said, based on current information, some 3459 advisers ... |
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