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Showing 71 - 80 of 114 results for "Financial Planning Services"

Legalsuper attracts record inflows

MICHAEL HOBBS  |  TUESDAY, 6 JUL 2010
... legalsuper moved from crediting rates to weekly unit pricing for members. The super fund also reviewed its financial planning services and relationship with Industry Funds Financial Planning at the beginning of the year to get more members to use the ...

NZ regulator extends AMP and AXA deadline

MICHAEL HOBBS  |  TUESDAY, 15 JUN 2010
... Pacific is listed on the ASX. Both companies provide superannuation, investment, life insurance and financial planning services in New Zealand.

AMP seeks NZ regulator approval for AXA bid

PRESS STATEMENT  |  TUESDAY, 4 MAY 2010
... Pacific is listed on the ASX. Both companies provide superannuation, investment, life insurance and financial planning services in New Zealand. This comes after the Australian Competition and Consumer Commission (ACCC) said it does not oppose a deal ...

Legalsuper reviews financial planning services

RUTH LIEW  |  MONDAY, 25 JAN 2010
The $1 billion-plus legalsuper is reviewing its financial planning services - including its relationship with Industry Funds Financial Planning - to boost member usage of the fund's advice offerings. Andrew Proebstl, chief executive of legalsuper, said ...

DKN buys BMG stake

COMPANY RELEASE  |  FRIDAY, 22 JAN 2010
... DKN's first regional investment. Established in 1975, BMG provides specialist accounting, taxation and financial planning services. The business focuses on providing its clients access to a range of holistic services and advice. The principals of the ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
... deal, Bridgeport will retain its name and become a corporate authorised representative of netwealth's Financial Planning Services Australia (FPSA). This means FPSA now has 63 financial advisers across more than 30 practices nationwide, which includes ...

VISSF appoints mandate with State Trustees

RUTH LIEW  |  THURSDAY, 26 NOV 2009
... Victorian Independent Schools Superannuation Fund has appointed State Trustees Limited to provide financial planning services to its members. VISSF chose Victoria-based State Trustees after a thorough evaluation process, noted a statement from the fund. ...

Hillross buys Rabo Financial Advisors

MICHAEL HOBBS  |  FRIDAY, 13 NOV 2009
... have an alliance whereby the AMP aligned financial planning business is the exclusive provider of financial planning services to Rabobank's clients through a referral system. John McMurdo, managing director at Hillross, said Rabo Financial Advisors would ...

Simple advice at GESB

COMPANY RELEASE  |  WEDNESDAY, 7 OCT 2009
WA-based super fund GESB has launched a free Simple Advice service to boost its financial planning services to its 310,000 members. Providing easy access to advice over the phone, Simple Advice enables GESB to improve the financial well-being of its ...

Elders sells 51pc FP stake to Millenium3

COMPANY RELEASE  |  FRIDAY, 2 OCT 2009
... The sale will give Elders Financial Planning greater scale to expand its adviser network and make financial planning services more available to rural and regional Australians. Elders Financial Planning currently has 35 advisers with plans to increase ...