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Showing 21 - 30 of 2751 results for %22Plan For Life%22

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
The final report from the government's Aged Care Taskforce suggests the amount paid by Australians accessing care should be determined by their personal wealth, including superannuation, rejecting the idea of an aged care levy. On the back of the ...

Retirement saving, investing daunting for women: Surveys

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... a clear strategy for retirement in comparison to their male counterparts. Nearly 46% of women surveyed said they "had no plan" or "did not know what they needed for retirement" in comparison to the 73% of men stating they have a "general", "good" or ...

Alex Dunnin bids farewell to Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
... store on retirement income and annuities research." Dunnin isn't hanging his boots up altogether, however. In a previous life, Dunnin was a high school mathematics teacher. Having now retrained, he plans to return to the classroom, taking on teenagers ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
Tailored Lifetime Solutions is the latest firm to join Count's national advice community, switching from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting ...

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... annuities could solve superannuation's need for better retirement income stream solutions, Rainmaker Information, supported by Plan for Life research, found the products are currently far too expensive to do so. The analysis found that a 25-year fixed ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
Superannuation funds will have a leg up over life insurers and banks once the federal government implements its proposal to expand financial advice. This is according to industry experts who say that super funds are in good stead to bolster the availability ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... watermarks of wealth attainment in our nation," he said. "Advisers need to focus on these generations because they are at the life stage where future finances are front of mind, and it's the generation where the wealth relative to the population is the ...

ESSSuper welcomes strategy lead

ELIZABETH FRY  |  FRIDAY, 23 FEB 2024
ESSSuper, the fund for emergency services and Victorian government employees, has hired a former UniSuper staffer as head of strategy and insights. Rosalyn deVries is taking up a senior leadership position that will be pivotal in shaping the asset owner's ...

Aussies do not underspend in retirement, say super funds

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... Schubert, who commenced this month, said. "There's a huge appetite for high-quality, low-cost and no-cost advice to help people plan wisely for retirement. "We want to ensure retirement is simple, easy and flexible. People should be able to have confidence ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Platform providers' ability to innovate and improve administrative efficiencies are enabling financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital ...