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Showing 151 - 160 of 240 results for "Planning for"

Young Australians want 'quick fix' tips from advisers

LAURA MILLAN  |  WEDNESDAY, 3 SEP 2014
... Financial Planning Week. This could reflect a growing interest from young Australians in seeking advisers' help when planning for their financial future. The campaign revealed that Australians are most concerned about retirement, home loans, superannuation ...

Mercer reveals confronting life expectancy research

MARK SMITH  |  TUESDAY, 19 AUG 2014
... the company's public sector retirement services, added: "Average life expectancies are irrelevant when saving and planning for retirement.A In fact, it is risky for policy makers, superannuation funds and individuals to use average life expectancy for ...

AMP axes regional head of advice roles

LAURA MILLAN  |  WEDNESDAY, 18 JUN 2014
... aligned, and confirmed that similar changes have taken place in other AMP regional offices. Hillross head of financial planning for Western Australia and Queensland Brian George will now take over Justo's responsibilities in Queensland and North New ...

Tens of thousands flock to Omaha

MARK SMITH  |  TUESDAY, 6 MAY 2014
... can endure beyond its founder's lifetime. The Sage of Omaha insists he has no intention to retire, but Berkshire is planning for the day when he's no longer at the helm. The business will split his job into three - chief executive officer, chairman and ...

Younger Australians taking interest in superannuation

STAFF WRITER  |  TUESDAY, 15 APR 2014
... typically been disengaged with their savings, the survey found the 30-49 year old group being the most concerned about planning for retirement. Both men and women in this age group rated their concern about having adequate funds for retirement at 73% ...

RI Advice launches estate planning service

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
... Planning Program includes a range client engagement tools and, importantly, uses an innovative online system, 'Estate Planning for Life', to support advisers to broaden their client engagement model, to include the extended family unit." The program ...

Consumers find super 'mind-boggling', survey shows

JAMES FERNYHOUGH  |  MONDAY, 9 DEC 2013
... have to put so much faith in it and have little control." A third complained: "Super is such an important part of planning for my future however, I feel I know almost nothing about it." Mistrust of super funds was widespread. One respondent said: "The ...

Canberra adviser rolls out pilot project to engage GenYs

LAURA MILLAN  |  MONDAY, 2 DEC 2013
... is aimed at "people who are at an early stage of their careers but are ready to have long term goals." Rather than planning for retirement or managing portfolios, the focus is on "spending and saving cash so in the future they can build an investment ...

Aussies mainly concerned about super and retiring

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... superannuation and retirement planning were attracting the highest number of questions and engagement online. Young people planning for their first home or kicking off a savings plan also decided to contact a financial adviser during the Financial Planning ...

SMSFs warned over incapacity planning

BEN COLLINS  |  MONDAY, 18 FEB 2013
... technicalities that would impact the fund if one of the directors was incapacitated with a serious illness or injury. "Planning for loss of capacity is vital but it is rarely talked about," he said. Figot said that those with self-managed funds need ...