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Showing 1 - 10 of 43 results for %22Nest Wealth%22

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
... LGT Wealth Management's IT team, most recently as head of technology. Prior, Boyley managed the IT services function for NEST, the UK's National Employment Savings Trust for six years. Now, he is returning to Adelaide to lead Funds SA's technology program ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... to continually invest in technology that maximises operational and trading efficiencies," Hill said. "It's clear the 'DIY nest egg' remains popular and that advisers who invest in technology will maintain a competitive advantage when serving this market ...

Simple strategies to overcome gender super gap

KARREN VERGARA  |  THURSDAY, 7 MAR 2024
... said. "For instance, consolidating your superannuation so you stop paying multiple sets of fees can help you build a bigger nest egg for retirement. The task takes only a few minutes, but it can mean thousands or tens of thousands more dollars in your ...

'About bloody time': Industry responds to PPL super reform

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
... from July 2025. The measure is expected to benefit 180,000 families annually, primarily women, adding about $7000 to their nest egg per period of parental leave taken. It's a measure that has long been advocated for by the super industry and unions ...

SMC finds $38k nest egg boost for working mums

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... average underage worker. The government should also recognise the unique cultural perspectives of First Nations peoples on wealth, sharing, and relationships, which are critical to improved access of beneficiaries to super by amending the Superannuation ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... of FairVine Super, the women-focused fund that closed in May 2022 due to its incredibly small size. 9) AMP restructures wealth management, chief exits (May 29) In restructuring its local wealth business, AMP made high-profile Australian Wealth Management ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... one in 10 Australians expect they will have enough savings for retirement, and one in three are not confident that their nest egg will provide for an adequate lifestyle. A key finding of the study was that one in nine expect to enter retirement with ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... Barrett. The paper explained that although advisers excel at assisting clients in growing, managing, and safeguarding their wealth, a significant number find themselves paralysed by fear when it comes to seizing opportunities to grow their own businesses. ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation services business. ...
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