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Showing 41 - 50 of 296 results for "Retirement planning"

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and risk advice, and has four advisers, eight support staff and around 600 clients. AZ NGA said alongside Heyer, StrategyOne ...

Cbus appoints head of advice

ELIZABETH FRY  |  FRIDAY, 15 NOV 2024
... and construction workers which has seen a 23% increase in the provision of personalised financial advice for retirement planning. Cbus has just launched Advice Essentials Plus which aims to provide affordable financial advice to members and their spouse ...

Commonwealth Super reports strong investment performance

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... retirement options aligned to customer retirement profiles, and new online tools to guide members in their retirement planning. CSC chief customer officer Adam Nettheim said the fund has evolved to play an important role as a retirement partner for its ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... access advice from Viridian Advisory. This is in the form of personal investments, debt, super, pensions, and retirement planning advice, as well as guidance on Centrelink. Pricing starts at $500, while any combination of blocks is capped at $3000. CFS ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... advice to members and their partners who do not have to be a member of the fund. Members are provided advice on retirement planning needs related to Cbus products, taking into account their personal needs and circumstances. Cbus deputy chief executive ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... ability to create powerful, meaningful engagement with their members - especially at critical moments such as retirement planning. "Our clients will benefit from the ongoing innovation delivered through the platform and an expansion in the number of ...

Super funds fail to meet millennial members' expectations: ASIC roundtable

ANDREW MCKEAN  |  MONDAY, 2 SEP 2024
... approach to superannuation is outdated and disengaging for millennials. The panellists agreed that terms like "retirement planning" and "pensions" don't resonate with millennials, who've caught up to Baby Boomers as Australia's largest generational ...

Heightened costs push young Aussies to plan ahead: HESTA

MATTHEW WAI  |  TUESDAY, 27 AUG 2024
... 12 months. It stated that 41% of the total respondents across all age groups have taken more action on the retirement planning front. Specifically, 44% of those aged 40-54 years and 29% of those over-55 had done so; some 49% of those under 40 have. HESTA ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... region." The Brisbane office, led by Brand, will offer a comprehensive suite of financial services, including retirement planning, investment management, estate planning, and tax strategies. Minchin Moore said the merger will be a seamless transition ...

AustralianSuper unleashes raft of investment and fee changes

ELIZA BAVIN  |  TUESDAY, 2 JUL 2024
... and Choice products. The section that has been removed said: "For advice fees, other than for over-the-phone retirement planning advice mentioned above, the fund claims Reduced Input Tax Credits (RITCs) of 55% on GST it pays and passes the benefit on ...