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Showing 101 - 110 of 240 results for "Planning for"

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 ...

Aged care RC will spook Aussies into advice

HARRISON WORLEY  |  THURSDAY, 11 OCT 2018
... the option of staying at home," David said. "The only way they're really going to be able to do that is by properly planning for it. We think that there will be greater discussion with their advisers around aged care and incorporating that as part of ...

Budget means Aussies can get more from retirement

HARRISON WORLEY  |  WEDNESDAY, 9 MAY 2018
... Budget. IOOF highlighted how Australians stand to benefit from changes to superannuation policy which would allow planning for a more sustainable retirement. IOOF head of technical services Martin Breckon highlighted how savings generated from policy ...

Women less prepared for retirement: BTFG

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... critical issue that must be addressed in terms of helping them prepare for their financial future," Howes said. "We know planning for future finances can be daunting, but investment and particularly retirement savings are all the more important for women ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... Australia and the Northern Territory in October last year. Regenass joined from AMP, where he was head of financial planning for the same region. He has held multiple positions at AMP and related entities, including as a state manager and practice development ...

Older Aussies failing to account for longevity risk

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
... option," the report states. "Australians currently appear to be hoping for the best but will certainly need help in planning for the worst," McCallum writes. The study surveyed 5770 National Seniors members around Australia.