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Showing 251 - 260 of 297 results for "Retirement Planning"

Magill joins Matrix

RUTH LIEW  |  TUESDAY, 16 MAR 2010
... recently recruited Magill's planning practice, which provides advice on superannuation, pre-retirement, and retirement planning. The firm also provides personal and business life insurance, savings and investment plans and estate planning services. Her ...

ACSRF supports Catholic Schools Week

COMPANY RELEASE  |  MONDAY, 15 MAR 2010
... current and potential members through seminars and other training programs on issues such as superannuation, retirement planning, salary sacrificing, investing, wealth creation and financial wellbeing. The fund is expanding its education offering this ...

Sunsuper restructures advice services

COMPANY RELEASE  |  THURSDAY, 11 MAR 2010
... planners in the On Track team who will manage the needs of those who have joined the fund's ongoing advice and retirement planning program, On Track, as well as a full, face-to-face advice service for members that may incorporate non-super related investment ...

ESI Super goes public

RUTH LIEW  |  THURSDAY, 11 FEB 2010
... $2.5 billion in assets under management at the end of June last year. It was established in 1995 to provide a retirement planning solution for employees working in the energy industry, and their families. ESI Super replaced QESIESS and QESIE-FASF which ...

More funds adopt intra-fund advice

RUTH LIEW  |  FRIDAY, 5 FEB 2010
... The new legislation will enable more members to take a more active role in their superannuation, including retirement planning and insurance," said Anne-Marie Corboy, chief executive of HESTA last year. Early July last year, ASIC gave conditional class ...

HOSTPLUS pushes into GC retail market

RUTH LIEW  |  WEDNESDAY, 3 FEB 2010
... co-branded branch outlet on the Gold Coast. Some of the services provided include superannuation, investment, retirement planning and banking at a "more intimate community level", according to a press statement. Elia said the outlet will start out with ...

ESI Super pumps up insurance

COMPANY RELEASE  |  FRIDAY, 27 NOV 2009
... reach age 65. Founded in 1995, ESI Super is a $2.7 billion industry superannuation fund providing complete retirement planning solutions to members. While it continues to serve employees of the energy industry, since November 2009 it is open to the public ...

FPA names Value of Advice winners

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... principal financial planner at Landmark Financial Management, was awarded the FPA Value of Advice Award in the pre-retirement planning category. Through his work, he helped organise and plan a couple's regular income in retirement, which took into account ...

Super is not for winning votes

MICHELLE BALTAZAR  |  THURSDAY, 12 NOV 2009
... Scheme were, I think, put into the changes to the caps." "It was the worst decision in terms of the security of retirement planning since Costello brought in Better Super." Sue Dahn, trustee director at ESSSUPER and AGEST agreed, and said the current ...

RetireInvest receives facelift

RUTH LIEW  |  WEDNESDAY, 23 SEP 2009
... its advice services in 2010 - incorporating a larger holistic advice model in addition to its traditional retirement planning services, while rebranding to RI Advice Group. Paul Campbell, chief executive of the ING-owned RetireInvest, said that retirement ...