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Showing 1 - 10 of 23 results for "Wealth Focus"

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
A boutique financial advice group has acquired a Parramatta-based firm focused on risk advice. Profile Financial Services has acquired Orion Financial Group, a risk-focused advice practice established 35 years ago in Parramatta. The Orion Financial ...

APRA takes action against IOOF

HARRISON WORLEY  |  FRIDAY, 7 DEC 2018
... business to Sargon Capital. At the time of the sale, Kelaher said corporate trust services sat outside of IOOF's wealth focus. "The provision of corporate trust services to the financial services industry is a specialist area that sits outside IOOF's ...

Prime Financial boosts wealth focus

KARREN VERGARA  |  TUESDAY, 3 JUL 2018
Prime Financial Group is ramping up its wealth management focus and stepping away from minority interests in accounting firms. The ASX-listed firm said this is part of a strategy to increase its exposure in wealth management by concentrating on its ...

Atlantic Pacific Securities rebrands for wealth focus

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
Diversified funds management and financial advice firm Atlantic Pacific Securities is rebranding to ASR Wealth Advisers. The rebranding from APSEC to ASR Wealth Advisers (ASRW) aims to better align with the Australian Stock Report brand which is also ...

SelectingSuper fund award finalists announced

STAFF WRITER  |  MONDAY, 20 OCT 2014
... HOSTPLUS, Intrust Super,IOOF, legalsuper, LG Super (QLD), MultiPort, netwealth, NGS Super, OneAnswer Frontier, Perpetual Wealth Focus, Retirement Benefits Fund (Tas), REST, Russell SuperSolutions, Sunsuper, Super IQ, Super SA - Triple S Scheme, Telstra ...

Super returns climb to 16.1pct, ahead of pre-GFC glory days

STAFF WRITER  |  TUESDAY, 3 DEC 2013
... options) over the 12 months were HOSTPLUS with 21.0%, Mercer with 20.9%, IOOF Portfolio Service with 19.8%, Perpetual Wealth Focus with 19.6% and legalsuper with 19.3%. The top five public offer Retirement funds (by balanced options) over the 12 months ...

HESTA named Super Fund of the Year

ALEX DUNNIN  |  THURSDAY, 21 NOV 2013
... Retirement Value Choice product, Sunsuper income Account was named best Retirement Deluxe Choice product, and Perpetual Wealth Focus Pension Plan was named best Retirement Premium Choice product. Other finalists included equipsuper, AustralianSuper ...

Fund returns dip to 15pct

STAFF WRITER  |  MONDAY, 4 NOV 2013
... options) over the 12 months were HOSTPLUS with 20.0%, Mercer and IOOF Portfolio Service both with 19.5%, and Perpetual Wealth Focus and REST Select both with 18.5%. The 2013 SelectingSuper Awards are being held in Melbourne on 21 November.

Super funds post 15.3 pct return for August

STAFF WRITER  |  THURSDAY, 3 OCT 2013
... their balanced options over the 12 months were HOSTPLUS with 20.0%, IOOF Portfolio Service with 19.9%, Perpetual Wealth Focus with 19.1%, Mercer with 21.4%, and both legalsuper and REST tying on 18.7% The top five public offer Retirement funds measured ...

Super returns climb to 16.8 pct

STAFF WRITER  |  TUESDAY, 10 SEP 2013
... 12 months were HOSTPLUS with 22.4%, IOOF Portfolio Service with 22.3%, Mercer with 21.4%, and REST and Perpetual Wealth Focus both with 20.7%. The top five public offer Retirement funds (by balanced options) over the 12 months were HOSTPLUS with 27.4% ...
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