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| | | ... months to live. At the time, Lance was an obstetrician who was looking after the then pregnant Lisa Bourke, a financial planner from Bourke Financial Services. When Lisa asked Lance about his insurance cover, Lance assumed it was under control, which ... |
| | | | After extensive market research, St. George-owned Securitor and the Commonwealth Bank have announced new strategies to strengthen their grip on Australia's burgeoning financial planning industry. The financial advisory dealer arm of Asgard Wealth Solutions ... |
| | | | Financial planners need to retain control over portfolio construction models or risk drowning in a sea of disorganisation, according to Darren Wise, managing director of Financial Planning Services Australia. He said some planners' desire to tailor ... |
| | | | The reverse mortgage market continued its exponential growth last financial year, but housing market downturns, especially in NSW, tempered the surge, according to the latest SEQUAL/Trowbridge Deloitte Reverse Mortgage Market Study. Reverse mortgage ... |
| | | | Testamentary trusts or funds set up in a person's will are a great way to ensure assets go to their rightful beneficiaries but the problem is these trusts are poorly understood. David Reid, lawyer at Donovan Oates Hannaford, said, "Many people have ... |
| | | | Allianz has thrown down a huge challenge to the insurance industry with the launch of a direct access life insurance suite of products that not only lower costs by up to 30 per cent but come with a product disclosure statement that is only seven pages. ... |
| | | | Index manager Vanguard Investments has urged advisers to use the core-satellite approach to boost returns and reduce the volatility of their clients' portfolios. A popular model in the US, core-satellite investing combines a 'core' portfolio of indexed ... |
| | | | ... regional manager for Western Australia, ING and state manager for RetireInvest. Prior to ING, he worked as a financial planner and senior manager at other fund managers and boutique dealerships. In his new role, Canning's brief is to expand the sales ... |
| | | | The internet is increasingly becoming a key resource for financial planners who wish to broaden their client base and provide up to date information with the launch of two new websites, RateCity and RatesMate. The two websites are not affiliated but ... |
| | | | Nearly half of all clients who use a financial planner would 'definitely' recommend them to family or friends, according to a new Tyndall survey. The survey, carried out in July on 1,200 consumers nationwide, showed 24 per cent of consumers surveyed ... |
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