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Showing 181 - 190 of 297 results for "Retirement planning"

CFS upgrades FirstChoice and FirstWrap

MARK SMITH  |  THURSDAY, 17 MAR 2016
... retirees and their advisers such easy and convenient access to the leading term and lifetime annuities for retirement planning," Chun said.

Super tax concessions no gift

DARREN SNYDER  |  FRIDAY, 11 MAR 2016
... contribution changes occurred in 2007, 2009 and 2013," Rowe said. He said constant changes to superannuation makes retirement planning impossible to get right, and undermines people's faith in a system where decisions they take today have an impact in ...

Advisers looking for longevity and aged care solutions

ALEX BURKE  |  WEDNESDAY, 9 MAR 2016
Aged care and longevity risk in retirement planning are becoming key concerns for financial advisers, as demonstrated by the first Challenger Financial Standard Technical Services Forum. Challenger head of technical services Andrew Lowe spoke first ...

Challenger unveils new technical services scholarship

MARK SMITH  |  THURSDAY, 25 FEB 2016
... and advice professionals. The scholarship program offers two comprehensive courses: Aged Care Planning and Retirement Planning from the University of New South Wales. To be eligible, participants must attend all four Challenger Financial Standard Technical ...

Aviva Investors appoints national account manager

MARK SMITH  |  WEDNESDAY, 3 FEB 2016
... previously a director at Think Financial Planners, working across personal insurance, wealth creation and retirement planning. Prior to that, he spent 10 years with Perpetual Investments in various senior business development roles. "We are delighted ...

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
... Williamstown Financial Services and manages $134 million in funds under advice. It focuses on asset allocation, retirement planning, insurance, strategic advice and financial literacy education services. Speaking of the founders Jason Andrew, Bernie ...

Australians putting off retirement planning

MARK SMITH  |  THURSDAY, 21 JAN 2016
Nearly a third of the population aged 18 to 64 consider retirement too far away to plan for, according to a Roy Morgan survey of 50,000 people. This lack of planning and engagement in the process is likely to contribute to less-than-optimum superannuation ...

Custodian appoints new APAC head

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
... in to the APAC role, succeeding Lawrence Au who remains with the bank as executive adviser and begins his retirement planning. Au will have strategic oversight on selected key client relationships in the region and act as executive sponsor for key projects ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... services that a financial planner can provide, Australians answered budgeting and debt management first (37%) and retirement planning second (35%). Globally, retirement planning ranks highest at 50%, while investment planning ranks second, at 38%. Budgeting ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... 2006, Harvest Wealth manages $166 million in funds under advice and covers investment and asset allocation, retirement planning, insurance and strategic advice. The new agreement means that AZ NGA will acquire 51% of Harvest Wealth's capital, and includes ...