Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 211 - 220 of 235 results for "Financial goals"

Fiducian acquisition expands planning business

CLAIRE MCGREAL  |  MONDAY, 30 JAN 2012
... managing director, Indy Singh. "We are looking forward to serving these clients and helping them achieve their financial goals through sound advice." State Trustees is the largest administrator of deceased estates in Victoria, with other ervices including ...

ASIC and govt launch MoneySmart.gov.au

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
... Government and other industry bodies. 'The MoneySmart website is a great initiative that helps people achieve their financial goals. It gives all Australians access to impartial and really useful financial guidance," said Prime Minister Julia Gillard ...

State Street lifted by passive strategies, ETFs

JOHN MCDULING  |  WEDNESDAY, 20 OCT 2010
... take advantage of global growth opportunities and, as the economy normalises, we are committed to our long term financial goals" said Joseph Hooley, the company's president and chief executive. According to Rainmaker Information, in the year to June ...

Macq taps planner needs for mortgages

PRESS RELEASE  |  MONDAY, 12 JUL 2010
... are looking for a holistic financial package with options they can choose from that would help to support their financial goals," said Frank Ganis, executive director and head of product and technology Macquarie Adviser Services.

ANZ recruits retirement specialists

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... restructure their banking so it makes sense for their changing lifestyles while still enabling them to achieve their financial goals," he said.

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 ...