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Showing 261 - 270 of 297 results for "Retirement planning"

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 ...

ING buys Pinnacle Partners

MICHAEL HOBBS  |  TUESDAY, 3 JUN 2008
... practices including 20 financial planners and has roughly $545 million in funds under management providing retirement planning as well as individual and corporate superannuation services. Harry Stout, ING Australia chief executive, said the purchase ...

Premium outlines growth strategy

MICHAEL HOBBS  |  WEDNESDAY, 21 MAY 2008
... and the number of authorised representatives to 55. Premium Wealth Management provides investment advice, retirement planning, risk management, debt and cash flow management and estate planning services to its clients.

Partners unveils new legal division

RUTH LIEW  |  WEDNESDAY, 27 FEB 2008
... Aid Commission of Victoria. Partners claims that the new company will complement its existing services of retirement planning and investment advice, self-managed super funds, personal and business insurance and mortgage services. According to Partners' ...