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Showing 1201 - 1210 of 1541 results for "Goals"

BT launches direct investment platform

LAURA MILLAN  |  MONDAY, 6 JUL 2015
... up in our research, with many people citing that they were looking for a way to help grow their investments and realise goals such as saving a deposit for a home," BT Go-invest spokesperson Anthony Potts said. A recent BT Australian Financial Health ...

Forward-thinking advisers benefit from opt-in deadline

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... monthly, and start at around $550 a month. I tell my clients my real value is as a coach, helping them to realise their goals. So, like, if they feel they can do it better themselves, or don't see value in the relationship, they can just stop that monthly ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... clients, rather than just the very wealthy, focusing on SMEs, private clients and family-owned businesses." "The approach of goals-based advice and holistic implementation around the entirety of a client's financial affairs is one Findex is pursuing ...

LGS and Intrust Super appoint J.P. Morgan as custodian

DARREN SNYDER  |  WEDNESDAY, 1 JUL 2015
... including supporting our technology and data needs. The breadth of J.P. Morgan's networks and understanding of our strategic goals were instrumental in the continuation of the partnership," Lambert said. J.P. Morgan has a partnership spanning more than ...

D-day

BENJAMIN ONG  |  TUESDAY, 30 JUN 2015
Tonight's the night we make history. Whatever happens, it'll be D-day! D for the IMF declaring Greece in "default"; D for yet another extension of a "deal" or "deal talks"; D for that mythical Damocles' sword falling not only over Damocles' head but ...

Australians ill prepared for financial future

STAFF WRITER  |  MONDAY, 22 JUN 2015
... Kriss, said few young people had longer term investment plans in place. He said they tended to focus on more short-term goals and assets like a car, or supporting their family. "It is important to understand that you can never start planning for your ...

YBR launches robo-advice platform

ALEX BURKE  |  WEDNESDAY, 10 JUN 2015
... step in YBR's new low-cost advice model, and it can factor in savings, investments, liabilities, insurance and financial goals to project outcomes. Conceptually similar to Midwinter's recently-unveiled robo-advice platform ( as reported in Financial ...

GSFM appoints institutional manager

ALEX BURKE  |  TUESDAY, 9 JUN 2015
... is imperative that the level of commitment given to our partners continues to be consistent with our business development goals."

FEATURE: Defending wealth

STAFF WRITER  |  TUESDAY, 9 JUN 2015
... includes payments from the age pension, potentially supplemented by the "private pension" of an annuity - with "aspirational" goals. In this philosophy, annuities and "other sources of guaranteed income" meet the "must-haves" of an investor's portfolio ...

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
... segment of trustees who want advice, particularly in relation to finding the right mix of investments in order to meet their goals. The research also found they would like advice on pension and investment strategies, inheritance and estate planning." ...