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Showing 1 - 10 of 310 results for "Retirement planning"

Allianz Retire+ eyes SMSFs, sophisticated investors

KARREN VERGARA  |  TUESDAY, 10 NOV 2026
... range of SMSF investor profiles, demonstrating the potential role flexible lifetime income can play in modern retirement planning." A new survey from Investment Trends and Brighter Super found more than half of pre-retirees (54%) expect a retirement ...

Ageing dynamics require holistic retirement planning: La Trobe Financial

MATTHEW WAI  |  THURSDAY, 29 OCT 2026
... Australians enter retirement, the phase increasingly resembles a "distinct" economic life cycle, making better retirement planning essential rather than just an opportunity for financial advisers. Speaking this morning at the Financial Standard Retirement ...

GDG sales hit record as FUM grows 29%

VINNY VUCAGO  |  FRIDAY, 23 OCT 2026
... demand for tax effective investment solutions and greater use of investment bonds in long-term wealth and retirement planning. Generation Life captured 59% of industry investment bonds inflows over the 12 months to June 2026. Its Lifetime annuity offering ...

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... recently worked as a senior financial adviser. His experience spans financial planning, investment strategies, retirement planning and client relationship management. He said he was looking forward to joining the business as it continues to expand. "I'm ...

HUB24 boosts adviser engagement with new hire

MATTHEW WAI  |  TUESDAY, 13 OCT 2026
... Australians. Under the partnership, AIA will use AIA Vitality, a science-backed behavioural tool, to urge early retirement planning, while Allianz Retire+ will provide its Allianz Guaranteed Income for Life (AGILE) offering. Commenting, Allianz Retire+ ...

Equip Super launches new campaign with Supercars champion

MATTHEW WAI  |  FRIDAY, 9 OCT 2026
Equip Super has welcomed supercars champion James Courtney as an ambassador to advocate early retirement planning for Australians. This comes as national research shows over half of the population doesn't have a formal financial plan. The research also ...

AMP Super launches new app

VINNY VUCAGO  |  THURSDAY, 8 OCT 2026
... clarity about whether their savings would be enough. "This new digital experience brings together advice, retirement planning and income management in one place, making it easier for members to understand their position, make informed decisions and manage ...

HLB Mann Judd appoints four directors

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
... stationed within Adeliade's wealth management team and assists clients with wealth creation, risk protection, retirement planning, debt management, SMSFs, and intergenerational wealth transfer strategies. Lastly, Vasnani joined HLB Mann Judd after a ...

Trust emerges as key drivers of super fund loyalty

VINNY VUCAGO  |  FRIDAY, 11 SEP 2026
... research also found strong demand for expanded fund services, with 37% of members saying they would take up retirement planning and financial advice if offered. Super guidance, insurance and retirement living support also attracted significant interest. ...

Half of Australians lack retirement plan: Vanguard

KARREN VERGARA  |  THURSDAY, 27 AUG 2026
... according to Vanguard. The 2026 How Australia Retires report, based on a survey of more than 1800 adults, found retirement planning is not high on Australians' list of priorities despite it being one of the strongest drivers of financial confidence. ...
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