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Showing 31 - 40 of 296 results for "Retirement planning"

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... Otivo can provide advice on optimising superannuation investments, managing contributions, salary sacrifice, retirement planning, mortgage management, and debt advice.

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... to both mass affluent and high net worth clients in a range of areas including superannuation, investments, retirement planning, aged care and life insurance," Molesworth said. "Through this merger, our clients can access inhouse specialists who focus ...

Cost-of-living continues to rock retirement confidence

MATTHEW WAI  |  MONDAY, 24 FEB 2025
... "Speaking to your super fund or financial adviser is a great place to start," Powe said. "People can begin their retirement planning journey by considering what sort of lifestyle they want when they stop working... Once you have your goals in mind, you ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy report highlights that retirement planning continues to be the most sought-after advice service, with around 90% Australian advisers focused on servicing individuals between ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... advisers at no extra cost to discuss their results and determine the next best step for their superannuation and retirement planning. For those with more complex advice needs, pathways to more comprehensive advice are also available, AMP said. AMP group ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... the FSCP said. Mr. D now has to undertake at least five hours of continuing professional education covering retirement planning in the next 12 months. The FSCP added that the adviser "did not demonstrate the FASEA Code of Ethics' Value of Diligence and ...

$3m super tax will level playing field: Australia Institute

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
... any kind." A new report from the Grattan Institute shows that Australians find the superannuation system and retirement planning frustrating and few retirees draw down on their retirement savings as intended, making it a "massive inheritance scheme" ...

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
... its benefit and HR consulting businesses in Australia. "WMP's client-focused approach and expertise in retirement planning will enhance our financial wellbeing consulting capabilities in Australia," Arthur J. Gallagher chair and chief executive J. ...

HESTA names general manager of retirement

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
... "Retirement is different for everyone, and as we are seeing more and more members sharpen their focus on their retirement planning, my appointment further signals to our members our deep commitment to helping them face the future with confidence." "It's ...

Super funds 'playing to their strengths' in private markets

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
... demonstrates that private assets can play a positive role for individual investors, albeit in a setting such as retirement planning, where their potential drawbacks are tempered, and their benefits can be more freely cultivated," the Morningstar report ...