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Showing 91 - 100 of 268 results for %22Families Plan%22

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
... people that we can hold in and draw into investing the better financial futures will be for the individuals and their families and for society at large," Devoy said of the thinking behind the research. "If there is something we can do to ensure those ...

FPA offers pro bono support to bushfire victims

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
... social media to offer financial advice services at no charge to those affected by the bushfire emergency. "The impact to families around the country is long-lasting and overwhelming. Those affected will require long term support to get back on their ...

Chief economist update: Missing the burning forests for the surplus tree

BENJAMIN ONG  |  TUESDAY, 7 JAN 2020
... fires. The problem is that the reduced surplus (or another year of budget deficit) comes at a mammoth cost to lives, families, properties, wildlife and nature. "The surplus is of no focus for me whatsoever. What matters to me is the human cost and meeting ...

No joy in the advice world this Christmas

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... associated with providing clients professional advisory services", he explained. "The impact on businesses, clients, staff, families, finances and mental/emotional well-being on mature age planners (including those that borrowed to acquire practices) ...

Aussies unprepared for wealth transfer

ALLY SELBY  |  MONDAY, 9 DEC 2019
... volatile property market mean that more young Australians will rely on their heritance in the future. Perpetual said 70% of families will lose their wealth by the second generation and 90% will lose it by the third. According to Baker, it's the stigmas ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
... founded by former NAB Private Bank financial adviser Robert Wiggins, and specialises in advising high net worth clients and families. The firm has been an authorised representative of NAB's Godfrey Pembroke since 2004. Hoyle said the acquisition ...

Pensioners lose decades of savings in 24 hours

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... many people have big plans for their retirement, whether it's seeing new places, learning new skills or helping their families out financially. Pension scammers destroy those dreams, often forever." "So be ScamSmart. Reject unsolicited approaches offering ...

Chief economist update: 'Paradox of Thrift' in action

BENJAMIN ONG  |  THURSDAY, 12 SEP 2019
... $10.4b stimulus plan" that "includes pre-Christmas payments of $4.8 billion for pensioners, $3.9 billion in support for families, and $1.5 billion for first-home buyers..." This was topped up with a second fiscal spending package amounting to around ...

Business savvy needed ahead of FASEA deadline

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... that succession planning is all about getting the right outcomes for advice practice owners, their clients and their families. "No one teaches you how to be business owners, FASEA doesn't," Tynan said. "You've got to be flexible when it comes to succession. ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... ability to demonstrate the value that quality financial advice can play in shaping and protecting the lives of Australian families has never been more important," she said. The nominees for the Excellence in Education award are judged on how they continually ...