Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 141 - 150 of 230 results for "Financial goals"

Westpac names customer relations executive

ALEX BURKE  |  FRIDAY, 18 MAY 2018
... world's great service companies, delivering superior customer service and helping our customers to meet their financial goals." "Appointing a group executive to oversee our customer resolution teams, alongside our corporate affairs and sustainability ...

Only 17pct of Aussie families seek advice: St.George

HARRISON WORLEY  |  TUESDAY, 15 MAY 2018
... account might lead to better budgeting. "Opening up a joint account is a great way for parents to share mutual financial goals and keep track of their household spending, and conversely combining savings into one account can help boost their savings," ...

Women less prepared for retirement: BTFG

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... their confidence in managing their super and investments, helping them take a more active role in achieving their financial goals," Howes added. Recently BT released research highlighting millennials as optimistic about their future despite the rising ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... and research shows that people who work with a CFP professional generally feel more confident in achieving their financial goals," De Gori said. He added the CFP designation is the only financial planning designation recognised worldwide that requires ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
... advisers to white label its platform to provide clients with an interactive portal where they can explore their financial goals, spending habits and retirement readiness. The client is offered a personalised journey that will ready them for a face-to-face ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... seek proactive content to aid in reassuring clients, aligning expectations and keeping them on track with their financial goals," Peker said. Finally, one in four investors said their focus for 2018 would be to maximise capital growth when selecting ...

Investment bonds see seismic shift: Zenith

ALEX BURKE  |  TUESDAY, 5 DEC 2017
... investing "a far more accessible and transparent option for many Australians, and ultimately help them achieve their financial goals." Real Asset Management also launched a custom multi-asset portfolio service for high-net-worth clients and Asian investors ...

Vanguard rolls out multi-asset ETF suite

EMMA RAPAPORT  |  WEDNESDAY, 22 NOV 2017
... investing "a far more accessible and transparent option for many Australians, and ultimately help them achieve their financial goals." "Our Diversified Index ETFs stand to benefit a broad range of investors, from those looking for a transparent low-cost ...

New advice firm taps young professional market

EMMA RAPAPORT  |  TUESDAY, 21 NOV 2017
... up to launch Fox & Hare, an inner-Sydney based financial advice practice aiming to help people stick to their financial goals in 2018 and beyond. "Traditionally the financial services sector is quiet around this time of year, but what we're hearing from ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... Wealth combines human and robo advice and provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting and cash flows, to insurance, property and investments. PictureWealth founder David ...