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Showing 11 - 20 of 296 results for "Retirement planning"

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... Jacobs. Led by Jacobs as chief executive, the new entity will provide financial advice spanning superannuation, retirement planning, personal insurance and mortgage broking, and will specialise in corporate super. AZ NGA executive general manager Chesne ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... year. The trend is exacerbated by a volatile macro backdrop, as Australians are seeking several resources for retirement planning, including advice from super funds, which continue to be the "most relied-upon" channel, used by 54%. Additionally, many ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... financial wellbeing. They also have more unmet advice needs, particularly in areas such as growing superannuation, retirement planning, and managing debt," Cappe said. Of the 7549 survey participants, Investment Trends calculated that practices have ...

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
... person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement planning, estate planning and wealth creation. The ownership of FFA's AFSL changed in 2023 following the sale of the shares in the business ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... to undertake essential financial activities. Furthermore, 57% of Australians over 55 have never undertaken retirement planning, and almost half of Australians do not actively self-educate themselves about financial management. "Over a lifetime, early ...

AMP launches new digital financial advice tools

ANGELIQUE MINAS  |  FRIDAY, 21 NOV 2025
... said. Findings indicated a 33-fold increase on the total number of AMP members receiving guidance on their retirement planning, since last year. AMP group executive of superannuation and investments Melinda Howes said: "We've seen an incredible uplift ...

Cbus launches Age Pension campaign

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... about other government entitlements including JobSeeker and Disability Support Pension. Cbus will also offer retirement planning seminars for members with low super balances, and advice services to help members maximise their pension eligibility. The ...

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
... the fund's relationships with nearly 1600 IFAs. Godfrey has a wealth of experience in superannuation and retirement planning from previous senior roles in the financial services sector, from large super funds to smaller boutique advisory firms. His ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... that is further eroding the sector's credibility and profitability." Elemnta said these numbers relate to retirement planning only, warning that other areas can also suffer similar inefficiencies. Further, the study revealed a stark divide in efficiency ...

Rest launches new retirement tools to increase advice appetite

MATTHEW WAI  |  THURSDAY, 30 OCT 2025
... the fund confirmed. Rest chief member officer Simone Van Veen said the tool will help guide its members in retirement planning. "This new digital journey is all about putting the unique needs of our diverse membership first - offering tailored guidance ...