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Showing 111 - 120 of 240 results for "Planning for"

Lack of advice costing women in retirement

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... a career break will retire with $283,141 less in superannuation. "Among those who took career breaks, the lack of planning for their superannuation is concerning, with only 10% of respondents consulting a financial adviser prior to their break, and just ...

ASIC puts corner-cutting advisers on notice

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... expected by ASIC, the regulator said. In June 2017, the Finance Sector Union of Australia called out NAB Financial Planning for 'systemic and cultural issues' after it was revealed that a compliance review conducted in 2016 found one of its advisers ...

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
... exceeding average house prices - a vital investment decision by any means. The Australian Scholarships Group (ASG) Planning for Education Index shows the rising costs of school fees, which skyrocketed 61% in the last decade, have dwarfed wage growth ...

REST rolls out its millennial pitch

EMMA RAPAPORT  |  FRIDAY, 8 DEC 2017
... offering greater access to rewards and incentives via our app, our members are empowered to play a more active role in planning for their future." "With more than half of our members under the age of 30, and three-quarters under 40, providing a 24/7 ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... addition to the team. AZ NGA's acquisition in November involved a share swap of 49% of equity in Dunsford Financial Planning for AZ NGA shares with a 10-year progressive buy-back agreement. Dunsford said at the time: "We've been looking for an equity ...

Synchron hires new state manager from AMP

ALEX BURKE  |  TUESDAY, 31 OCT 2017
... South Australia and the Northern Territory. Chris Regenass joins Synchron 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 ...

AFA keeps financial literacy front of mind

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... many forms, it might be making more informed financial decisions, it might be managing money better, it might be planning for the future - and the government is firm believer in boosting the knowledge skills and behaviours of Australians," she said. ...

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
... priorities. About 80% of research participants rate both factors as very important. "Bequests are not central to planning for their retirement and senior Australians are weighing these up against other trade-offs they must make to deal with longer lifespans," ...

Pre-retirees risk significant shortfalls: MLC

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
... other assets such as property in their name beyond super, which is an important factor for them to consider when planning for retirement." "If they don't have other assets, engaging with their super fund may prove to be a cost effective way for them ...

Mercy Super appoints new chief executive

ALEX BURKE  |  FRIDAY, 16 JUN 2017
... Management and MAP Financial Planning. She also held multiple roles at Westpac, including national head of financial planning for the private bank, regional development manager and head of business development. Prior to that, at AMP, she was state market ...