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Showing 11 - 20 of 1565 results for "Goals"

FEATURE | Group insurance | Dusk to dawn

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... Zedd Wealth founder and senior financial adviser Zoe Kennedy caters to young accumulators in the Mackay region, providing goals-based advice largely to clients employed in the mining industry and spend extended periods away from home on rostered work ...

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
... outcomes for its clients. Specifically, 83% are 'very' or 'extremely' confident about achieving their financial goals after receiving advice, compared with 41% before advice. This also came at a time where advice fees have risen from ...

MA Financial AUM surges 44% in 1H26

MATTHEW WAI  |  THURSDAY, 20 AUG 2026
... medium or a long-term view around how to build the business, and we like to talk in that language to the market and set our goals... It shows that there is still a significant growth opportunity within the business divisions that we have and if you roll ...

Women lead in voluntary contributions: Rest

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... the analysis. Van Veen said members could use the start of the financial year to review their super balance, retirement goals and eligibility for measures such as government co-contributions. "Even small changes made today can make a meaningful difference ...

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... their adviser helped build their financial literacy, while 88% said their adviser kept them accountable to their financial goals. HNW investors also continued to see an important role for advisers in complex areas, including portfolio management, intergenerational ...

Franklin Templeton names new APAC head

STAFF WRITER  |  THURSDAY, 6 AUG 2026
... relationships, deliver the full breadth of our platform across the region, and help investors achieve their long-term financial goals." According to Rainmaker research, Franklin Templeton manages more than $33 billion in Australian-sourced FUM as at ...

The advice opportunity for medical professionals: NAB

MATTHEW WAI  |  TUESDAY, 28 JUL 2026
... meaningful difference. "Medical professionals benefit from bankers who understand how their careers, practices and long-term goals evolve over time," he said. "As they build trust with their patients, they value the same consistency and understanding ...

Macquarie chair provides 'cautious' outlook at AGM

ELIZA BAVIN  |  THURSDAY, 23 JUL 2026
... constructive role as a financier, adviser, investor and fiduciary in the sustainability space. "Macquarie remains committed to the goals of the Paris Agreement. The longstanding view remains that an orderly energy transition is the only way to balance ...

Aussies ditch 'Great Australian Dream,' pursue 'Great Australian Lifestyle'

KARREN VERGARA  |  FRIDAY, 17 JUL 2026
... cohort, at 63. Across the population, cost-of-living pressures are by far the most cited barrier to achieving financial goals (64%), followed by current income (37%) and debt (20%). Gen Z reported the highest levels of frustration about their financial ...

FEATURE | Retirement | A layer of confidence

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... one-size-fits-all model for annuities, and that many need to be tailored to each individual's financial situation and retirement goals. "Retirees are thinking about how they are going to make their money last, and an annuity or a longevity product ...