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Showing 1 - 10 of 105 results for "Wealth Protection"

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... and the ACT. While Ironbark Advice delivers advice for all stages of life, from financial advice, lending and wealth protection to accounting and aged care, Ironbark Private Wealth provides solutions for high-net-worth clients and their families. Ironbark ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... customer success director Jovana Djordjevic said the new update recognises the growing popularity of trusts as a wealth protection tool, with almost a million established in Australia holding assets of more than $2 trillion. "The trust modelling update ...

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
Invest Blue - part of Ironbark Group - has announced the acquisition of wealth protection and estate planning provider Lambert Group. Lambert Group has a client portfolio of 700 families, coupled with a strong referral network and an experienced team ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... development consultant after two years in the insurer's service consulting team. Before joining NEOS, Hom was at Certe Wealth Protection, and brings a background in paraplanning. Michael Stamos brings experience as a financial adviser to the new role ...

Munich Re targets AMP over alleged reinsurance misconduct

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
... of the AMP Life retail portfolio in 2017. This enabled AMP to release around $500 million in capital from its wealth protection business. At the time, former AMP chief executive Craig Meller noted that reinsurance strategies were crucial to improving ...

Pacific Equity Partners finances reverse mortgage lender

ANDREW MCKEAN  |  MONDAY, 14 AUG 2023
Pacific Equity Partners (PEP) will finance Household Capital, a reverse mortgage lender, to address the retirement funding and housing needs of senior Australians. PEP is investing in a financing layer of Household Capital's funding structure, alongside ...

AMP completes Resolution Life divestment

ANDREW MCKEAN  |  WEDNESDAY, 29 JUN 2022
... its $3 billion acquisition of AMP Life in 2020. The agreement saw Resolution Life acquire AMP's mature and wealth protection business. Under this agreement, AMP also took a minority state in Resolution Life Australia. At the time Resolution Life ...

Deutsche Bank appoints local head

KANIKA SOOD  |  FRIDAY, 12 FEB 2021
... advisory offering in Australia." Last year, the team advised on Resolution Life's $3 billion acquisition of AMP's wealth protection and mature businesses, and Vodafone's $15 billion merger with TPG among other transactions. "Australia has always been ...

Two Sydney advice firms merge

ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
... Francis and has grown to be a full-service business providing a range of wealth creation, wealth management and wealth protection services. Principle Advisers was started in 2014 by Malcolm Greentree with the aim of building a business that provided ...

Zurich rejigs operations team

KARREN VERGARA  |  MONDAY, 24 AUG 2020
... underwriting approaches across the Zurich and OnePath retail portfolios are distinctly different: Zurich's range of Wealth Protection, Active and Sumo, and OnePath's OneCare. Also taking the newly-created role of chief claims officer is Joanne ...
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