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Showing 101 - 110 of 245 results for "Planning for"

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning for over 20 years. The University of Texas credits him as introducing the idea of "financial life dialogues" with his 2001 ...

CBA wealth boss to exit

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... CBA chief executive Matt Comyn said: "Jason has played a significant role in the divestment of Count Financial and planning for the exit of the aligned advice businesses as well as making substantial progress on remediation activities across our wealth ...

AMP dealer group head departs

ELIZABETH MCARTHUR  |  TUESDAY, 12 NOV 2019
... experience will strengthen our ability to navigate the current industry challenges and position Mortgage Choice financial planning for long-term growth." Commenting on his appointment, Thomas added: "I am thrilled to be joining Mortgage Choice and look ...

New FPA board members

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... disability and human rights advocate. Henderson has been director and certified financial planner at SWA Financial Planning for over 20 years. Meanwhile, Sharpe runs a boutique financial services firm in Perth called Globe Financial Planning. All three ...

Byres warns not to spread APRA too thin

HARRISON WORLEY  |  MONDAY, 12 AUG 2019
... devote more resources to superannuation supervision, we should devote more devote more resources to resolution and planning for crises: a range of areas where we should devote more resources," Byres notes. "Unfortunately there's a limit to how thin ...

Super fund launches new options

KARREN VERGARA  |  MONDAY, 15 JUL 2019
... option would be suitable for 45-65 year olds whose debts and expenses are either reducing or paid off, or for those planning for retirement. Ethical Index Shares, which invests in Australian and global shares, has a time horizon of a minimum of 10 years. ...

Westpac exits personal advice, restructures leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
... don't differentiate between banking and wealth products; they want help buying their home, paying their bills, planning for retirement, or protecting the things that matter most to them," he said. He added the changes allow the group to better focus ...

Financial concerns drive women to online investing

HARRISON WORLEY  |  FRIDAY, 8 MAR 2019
... across the country, especially considering the mounting challenges faced by Australians in building their wealth, planning for their retirement and affording a reasonable lifestyle throughout their retirement.. "While more women are investing and taking ...

Chief economist update: Australian property market slump

BENJAMIN ONG  |  FRIDAY, 18 JAN 2019
... a self-fulfilling prophecy as buyers wait for even cheaper prices. The Reserve Bank of Australia (RBA) should be planning for an interest rate cut at this point in time before the roof falls on property. Homebuyers can afford to wait for property prices ...

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... personal journey has demonstrated to me that what we do is amazing. Even if you have a plan, it might not pan out so planning for the unimaginable is so vital. We are so fortunate to be blessed with so many great women in our profession and I hope that ...