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Showing 271 - 280 of 339 results for "estate planning"

Blackshaw appointed QLD/WA head

ELISE BURGESS  |  WEDNESDAY, 3 NOV 2010
... holistic support across all our clients' financial needs, including banking, lending, wealth, insurance, taxation and estate planning," said Rebecca Lim, general manager St.George Private Clients. Blackshaw's role is effective 22 November 2010.

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... loan and insurance. "A UMA provides a consolidated view of total assets, which is important as people move into estate planning. It's not just about accumulation but about wealth," she said, adding that a UMA allows an adviser to "stop selling product ...

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... Financial Solutions - Pre-Retirement Planning A, Shane Boettcher from Prism Financial Planning - Wealth Accumulation, Estate Planning and Risk "Adapting to client needs and market demands is imperative for our industry and demonstrating to our clients ...

Intrust rolls out advice

RUTH LIEW  |  TUESDAY, 28 SEP 2010
... matters. "Intrust360 offers strategies inclusive of direct investment in shares, property, aged-care strategies and estate planning without a product bias," he said. Intrust is also making use of technology by creating a new online advice system that ...

Non super advice takes off: StatewideSuper

RUTH LIEW  |  THURSDAY, 23 SEP 2010
... past year, the fund's advisers has seen a steady increase in members seeking advice outside of super - be it real estate planning or cash, for example, said Bill Watson, general manager business development and client services at StatewideSuper. "The ...

Macq Private Wealth expands insurance team

ELISE BURGESS  |  MONDAY, 20 SEP 2010
... insurance." Macquarie risk specialists provide clients with advice on asset and income protection, life cover, estate planning and business succession.

Aussie planners should turn to Asia: Hockey

RUTH LIEW  |  FRIDAY, 13 AUG 2010
... planning, more that what is available in Asia which is investment driven, and often doesn't take into account risk or estate planning," he said. Wu said nearly 10 per cent of the firm's planner clients are based overseas, including Hong Kong and Chin ...

SCT chief Furlan talks tough on benefits

RUTH LIEW  |  THURSDAY, 1 JUL 2010
... insurance component left, they are less likely to have mortgages, school fees... and if they're super is part of their estate planning they're more likely to have a will. "Maybe there's a case for saying let's pay it to the estate and that will reduce ...

Matrix adds regional practice

COMPANY RELEASE  |  TUESDAY, 6 APR 2010
... pre-retirement and retirement planning, personal and business life insurance, savings and investment plans and estate planning. "The philosophy that the group has in terms of how clients should be looked after and serviced fits well with how we run our ...

Magill joins Matrix

RUTH LIEW  |  TUESDAY, 16 MAR 2010
... retirement planning. The firm also provides personal and business life insurance, savings and investment plans and estate planning services. Her repertoire of achievements include being awarded a Paul Harris Fellow, 2000 Telstra South Australian Business ...