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Showing 21 - 30 of 59 results for %22Guardian Advice%22

Guardian and Asteron help launch pro bono adviser service

ALICE URIBE  |  FRIDAY, 19 SEP 2014
Guardian Advice and Asteron Life have joined together with a network of financial advisers to launch Claims Aid, a service to provide pro-bono claims assistance on life and disability policies. Peter Kaleta, a principal adviser at Life Shield and founder ...

Bowen supports lump sum status quo

JAMES FERNYHOUGH  |  THURSDAY, 7 AUG 2014
... Bowen took the opportunity to lambast the current government's polices on superannuation, the age pension and financial advice. He said Treasurer Joe Hockey had "failed to explain" why Australians "can be reasonably expected to work to 70," saying no ...

Exceeding your MAXpectations

MICHELLE BALTAZAR  |  FRIDAY, 13 JUN 2014
... manage $8 trillion of retirement savings in 20 years. At the moment, less than 20% of the population seek professional advice. Is it really fair that $6 trillion of savings rely on the will of the gods? CEOs and CIOs are the guardians of this mammoth ...

Guardian launches referral network strategy guide

JAMES FERNYHOUGH  |  WEDNESDAY, 26 MAR 2014
Suncorp-owned dealer group Guardian Advice has launched a new strategy guide aimed at helping its advisers build a "robust" referral network. The 'Centres of Influence' (COI) guide offers guidance on areas such understanding the motivators of referral ...

Guardian lowers PI insurance premiums for planners

ALICE URIBE  |  FRIDAY, 31 JAN 2014
In an effort to recognise advisers who provide professional sustainable advice, Guardian Advice and Suncorp Financial Planning are set to lower professional insurance premiums for its planners. Guardian Advice also plans to create accreditation that ...

Guardian Advice benefits from planner "flight to security"

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
Guardian Advice has hit the 200 adviser milestone and is benefiting from financial planners' "flight to security," the group's executive manager Simon Harris said. In the past months Guardian Advice has attracted independent advisers from small dealer ...

Connections key to succession planning

LAURA MILLAN  |  THURSDAY, 25 JUL 2013
... as good connections within the community are key when it comes the time to sell a financial planning business, Guardian Advice executive manager Simon Harris said. Speaking at an Association of Financial Advisers (AFA) roadshow in Sydney, Harris recommended ...

Investors warned off making extra super contributions

MARK SMITH  |  THURSDAY, 11 JUL 2013
... minimum amount into their superannuation fund, according to well-known stock-picker Roger Montgomery. The fund manager's advice flies in the face of consensus thinking which says investors should take advantage of the favourable tax conditions offered ...

Gonski urges Australia to look long-term

MARK SMITH  |  FRIDAY, 28 JUN 2013
... investors and the public of the need to invest in and rate businesses and projects over the long term. "We need to seek advice from, and listen to experts located all over the globe. I believe that so many in Asia have an advantage over us in that they ...

Guardian Advice invests in WA planning firm

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
Risk specialist dealer group Guardian Advice has launched its new Practice Equity Model with its first equity investment in West Australian-based financial planning firm Capital Managers. Guardian Advice said the equity partnership with Capital Managers ...