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Showing 151 - 160 of 214 results for "Financial Wellbeing"

Adviser group edges on triple digits with new business

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... loves to educate, transfer knowledge and provide her clients with the resources to be co-responsible for their financial wellbeing. She's always done this and since launching her business she has had many requests to build education series for a number ...

Manage wealth with authority: Academic

EMMA RAPAPORT  |  THURSDAY, 30 NOV 2017
... retirement back on themselves, and refocus consumer questions around real needs. "If we care about people's financial wellbeing, we need to do for them the things that they can't do themselves naturally, including figuring out how much they actually ...

FS Power50 announces most influential advisers

STAFF WRITER  |  MONDAY, 13 NOV 2017
... financial planning community. It also showcases the important role that financial advisers play in improving the financial wellbeing of more Australians. "At a time when the digitisation of financial advice has reached its tipping point, both new and ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... "Lea redefines financial advice that demonstrates a meaningful and tangible connection between personal and financial wellbeing. She is an inspiration to her peers." A joint initiative of the AFA and TAL, the award (FEIA) showcases the talents and contributions ...

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... becoming a profession isn't enough, it's necessary but it won't create the catalyst for people to take their financial wellbeing seriously. We believe this needs to be done in parallel with a consumer movement to make meaningful change," Donat said. ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... Bineham's decision to share his experiences in developing a mechanism to get more Australians engaged with their financial wellbeing at this year's AFA National Adviser Conference. "Australians are in need of financial advice more than ever. ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... the financial planning profession and how FPA members can help Australians save and invest to improve their financial wellbeing and build a better future. We look forward to celebrating this special day with the global financial planning community," ...

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
... is to be the counsellor to your clients on probably the most important thing in their life - which is their financial wellbeing and their children's financial wellbeing," Douglass said. "I'd argue that if you think of your business as a model where you ...

AIA acquires CBA life insurance businesses

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... quality products and services for all their financial needs is core to our vision of securing and enhancing financial wellbeing. We have said for some time that while distributing life insurance is a fundamental part of that strategy, we were open to ...

Shadforth grows Queensland presence

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
... Advisory joins the Shadforth advice network, employing a holistic approach to managing both the emotional and financial wellbeing of clients. Lyndhurst caters to family office clients and also specialises in the management of personal injury compensation ...