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Showing 71 - 80 of 264 results for wealthy

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
... parent that was willing to provide the deposit," he said. But Robertson says the growing trend isn't just for the wealthy. "It's not necessarily just for high net worth individuals. It depends on the level of wealth you need to have to live the ...

The super choice of the super wealthy

ELIZA BAVIN  |  WEDNESDAY, 1 JAN 2020
An $83 billion super fund is the pick of the bunch for wealthy Australians, according to new research from Roy Morgan. The research focused on identifying Australia's top premium brands and concluded that UniSuper was the fund of choice for the ...

Mental health costs insurers $750m per year

ELIZA BAVIN  |  FRIDAY, 22 NOV 2019
... long term aligned vision of what super funds want to see for their members and that is for their members to retire as wealthy as they possibly can be but in a really good health and wellbeing state as well." Lydon said there are a number of factors that ...

Crestone profits boosted by clients

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... achieve better outcomes." Crestone said the report revealed a need to wealth management firms to focus on areas where wealthy individuals are indicating a demand for help that is not being met.

Leaving a legacy

KANIKA SOOD  |  FRIDAY, 18 OCT 2019
... still sufficient to start people off on building a successful career in whatever they wish to do. Were you born into a wealthy family? JC: My father started as a traditional boy in the office and worked his way up to being a director of the group. There ...

Train of legislation to hit advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... increased regulation does not increase the cost of financial advice." "There is already a perception that you have to be wealthy to get advice." She advised the audience member to talk to Senator Jane Hume, who took to the stage after Bishop. Bishop ...

Value but no trust in advice: Report

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... factors such as high costs, significant distrust of the industry and a perception that financial advice is only for the wealthy," Press said. The most common factor stopping Australians receiving advice was expense (35%) followed by feeling like their ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... younger investors tend to be more diversified. The report highlighted a level of "inertia or status-quo bias" among the wealthy; many claim they are comfortable with the composition of their portfolio as it is despite the risks associated with the lack ...

Australians retire too wealthy: Grattan

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
The Actuaries Institute's annual summit has seen a fiery debate between the chief executive of the Grattan Institute and Mercer's David Knox over ideal retirement incomes. Grattan Institute chief executive John Daley and Mercer senior partner ...

Advisers forgo charitable conversations: Poll

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... philanthropic objectives should be a key component of financial planning conversations - not just for clients considered to be wealthy. It has the potential to result in stronger client relationships and the added bonus of providing better outcomes for ...