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Showing 651 - 660 of 10925 results for "Planning"

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... 27% rise in revenue and operating profit growth of 91%. Sequoia liquidated its troubled advice firm Libertas Financial Planning last year, which failed to pay an Australian Financial Complaints Authority (AFCA) determination two months prior to it folding. ...

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 ...

CSC launches series of retirement options

ANDREW MCKEAN  |  FRIDAY, 23 AUG 2024
... Nettheim said. "Retirement can often be overlooked as people progress through their careers. The earlier our customers start planning, the better retirement they will enjoy. Our Retirement Income Strategy is designed to educate, support, and guide our ...

Retirees not confident in Age Pension: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... follows the recent white paper released by Allianz Retire+ which advocates for a shift in focus in retirement financial planning. "Australians are looking to embrace a second act that could span 25 years or more, but many don't feel financially prepared ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... Queensland. Brand is the founder of Brand Financial and brings over two decades of expertise in wealth management and financial planning. Minchin Moore said his deep knowledge of the Queensland market and his commitment to client-focused financial advice ...

Centrepoint profit jumps, grows advisers

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
Centrepoint Alliance has reported a 20% increase in EBITDA for FY24 of $9.1 million and NPAT of $7.8 million, up $1.5 million from FY23. Gross revenue across the network of licensed financial advisers and self-licensed firms increased by 6% to $288 ...

RI Toowoomba eyes regional market

KARREN VERGARA  |  WEDNESDAY, 21 AUG 2024
RI Toowoomba has acquired a risk advice business as it flags bold ambitions to acquire four more regional practices before the end of the year. RI Toowoomba, which is part of the AZ NGA stable, has recently taken over Lifecover Australia, a risk-only ...

ASIC scraps Libertas' AFSL for unpaid compensation

KARREN VERGARA  |  TUESDAY, 20 AUG 2024
... be expected to pick up the cost of a bunch of these complaints? Why did Sequoia Financial Group put Libertas Financial Planning into liquidation and why did they avoid paying out on this AFCA determination? Does this suggest that we should expect a lot ...

Financial Standard opens Power50 voting

STAFF WRITER  |  MONDAY, 19 AUG 2024
Voting is now open for the 2024 Financial Standard Power50, which recognises the most influential financial advisers in Australia. Financial Standard has shortlisted 114 financial advisers who have progressed to the voting stage after receiving more ...

Aware Super announces new $600m acquisition

ELIZA BAVIN  |  MONDAY, 19 AUG 2024
... will benefit from significant investment," Hannah said. "This is also an opportunity to unlock value through a master planning process and develop the 100-hectare site to its full potential. "We believe Austrak Business Park is a transformative precinct ...