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Showing 211 - 220 of 230 results for "Financial goals"

Thin line between values and money

MICHELLE BALTAZAR  |  MONDAY, 12 OCT 2009
... the industry has taught him one thing: financial plans are useless if they are only aligned with their client's financial goals but not their core values. He cites, as an example, a client who wants to save one million people from poverty within a certain ...

AFA renews call to restrict 'financial adviser' term

PRESS RELEASE  |  FRIDAY, 3 JUL 2009
... who do the right thing," said Taggart. "Consumers need the help of a financial adviser in order to achieve their financial goals and objectives. The current open season on advisers does nothing to encourage consumers to get that help." This week, financial ...

WealthBuilder targets generational clients

RUTH LIEW  |  THURSDAY, 23 OCT 2008
... benefit," said Mota. WealthBuilder encourages advisers to work with client's families to achieve generational financial goals and targets estate planning, education savings and tax effective wealth accumulation. It also prompts advisers to focus outside ...

Long-term service doesn't guarantee referrals

MICHAEL HOBBS  |  TUESDAY, 26 AUG 2008
... clients wanted from their financial adviser. "In 2008 clients expect their adviser to clearly understand their financial goals. You would assume this is a 'given' but clients now expect a stronger focus on this aspect of advice than in previous years," ...

Proactive planners ease client concerns

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... Hall Chadwick director and financial planner, said it was an ideal time to talk to clients and reaffirm their financial goals. "We're very pro-active with clients and where they're at in the achievement of their outcomes and goals. At this stage I would ...

Focus on value not fees: AFA

RUTH LIEW  |  FRIDAY, 4 JUL 2008
... equation. "The industry and the profession need to show the community that we build value, help people achieve their financial goals and lifestyle aspirations. But like any other business there's always a price to be paid for that," said Klipin.

Macq appoints ex-Platypus fundie

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
... savvy Australians, some of which are already working in partnership with our wealth managers to help realize their financial goals," Jane Watts, head of Wealth Management at Macquarie Private Wealth, said.

IFSA tackles investment calculators

HAMISH MADDEN  |  MONDAY, 23 JUL 2007
... lead to the self-realisation that professional financial advice is more likely to help a customer achieve their financial goals. "Compliance with IFSA's Guidance Notes is voluntary but strongly encouraged," Gilbert added.

Bridges renews IWL deal

... services [of IWL] benefits not only our business, but more importantly our corporate goal of best achieving the financial goals of all Bridges clients," said Alex Hutchsion, BFS' chief executive officer. BFS is a subsidiary of ASX listed financial services ...

ALP would cut financial literacy funding: Dutton

HAMISH MADDEN  |  THURSDAY, 15 MAR 2007
... Labor is to find the money for their irresponsible spending rather than help ordinary Australians achieve their financial goals." Nominations for the Australian NetGuide awards are received from readers and the category winners are then decided by a ...