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Showing 1 - 5 of 5 results for "Pre-retiree"

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

Where UniSuper sees market opportunities

KANIKA SOOD  |  MONDAY, 31 DEC 2018
UniSuper chief investment officer John Pearce spoke to Financial Standard earlier this month about market opportunities, building the fund's in-house investment team and CIPRs. Pearce said the fund doesn't particularly see a need to pull back ...

Perpetual to expand product line

MICHAEL HOBBS  |  FRIDAY, 27 JUN 2008
Perpetual is looking to roll out more income and structured products to meet growing adviser demand as it concludes its restructure next week. Damian Crowley, Perpetual general manager of adviser distribution, said although there had been legislation ...

One in 10 investors are switchers

MICHAEL HOBBS  |  TUESDAY, 27 NOV 2007
... change was the level of service they were receiving, followed by cost at almost 23 per cent. More than 23 per cent of pre retiree respondents to change financial institutions was holding their assets under one roof, meanwhile 22 per cent cited the relationship ...

More Octane from HFA

HFA Asset Management has launched the HFA Octane Fund Series 2 offering investors an opportunity to participate in a leveraged absolute return fund incorporating a potential tax benefits and capital protection. The new product will place its funds across ...
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