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Showing 261 - 270 of 300 results for "Retirement Planning"

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 ...

Asteron expands sales

COMPANY RELEASE  |  THURSDAY, 3 SEP 2009
... and marketing services. He holds a Diploma of Financial Markets and is RG 146 compliant in Superannuation & Retirement Planning.

FPA 2009 Value of Advice Awards

FPA ANNOUNCEMENT  |  THURSDAY, 3 SEP 2009
... are four categories that planners can submit their entries in namely wealth accumulation and protection; pre-retirement planning; post-retirement planning and management; and pro bono. Finalists in the awards program will be invited to the special awards ...

Retirees want funds that last a lifetime

MICHELLE BALTAZAR  |  THURSDAY, 13 AUG 2009
... something we're all familiar with; managing the ongoing issue of longevity risk is a critical part of post-retirement planning. Rather than outsourcing this risk management function to an insurer via an annuity, I believe more of us will look to pool ...

HESTA ready for advice boom

COMPANY RELEASE  |  THURSDAY, 23 JUL 2009
... 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. HESTA's advice service is part of its education and advice ...

Planners prepare for retirement shock

MICHELLE BALTAZAR  |  MONDAY, 20 JUL 2009
... there is a gaping hole in the financial planning market that can only be filled by the provision of "total retirement planning" services. He defines total retirement planning as providing baby boomer clients with financial advice and a well-articulated ...

Fin advisers grow First State

RUTH LIEW  |  THURSDAY, 26 MAR 2009
... to 30 per cent," she said. Volpato said the majority of callers are members looking to tailor their TTR and retirement planning strategies. First State Super has also experienced a higher level of salary sacrifice contributions, another result of members ...

Value of advice winners unveilled

RUTH LIEW  |  MONDAY, 24 NOV 2008
... Value of Advice awards. Dacian Moses from Waterfall Way Associates has won the Value of Advice award for post-retirement planning and management. Leanne Bull from AXA Financial Planning and Sharon Walker from National Australia Bank Financial Planning ...