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Financial Planning

Right advice delivers $1.7m

RUTH LIEW  |  WEDNESDAY, 13 FEB 2008
Quantifying the actual value of professional financial advice is no simple feat, but the latest case studies by the Financial Planning Association of Australia (FPA) found eight Australians reaped a total $1.7 million in savings and profits with the ...

Manchester Unity moves to life insurance

MICHAEL HOBBS  |  WEDNESDAY, 13 FEB 2008
Manchester Unity and MetLife Insurance have joined forces to develop a life insurance policy, Simple Life, which includes up to $1 million in death and terminal illness cover.

Navigator funds up 53pc

MICHAEL HOBBS  |  WEDNESDAY, 13 FEB 2008
Fund inflows into Aviva Australia's Navigator platform rose 53 per cent to $4.8 billion last year.

PI a priority at Paragem

RUTH LIEW  |  WEDNESDAY, 13 FEB 2008
Dealer-to-dealer financial services provider Paragem Partners has upped its stake in the risk and compliance playing field as the firm launches its debut professional indemnity support service for small businesses.

Sustainability the new pizzazz at nabCapital

RUTH LIEW  |  TUESDAY, 12 FEB 2008
Wholesale investors will soon be able to pick another fish from the sustainable funds pond as nabCapital launches its first sustainable-centric investment product.

Praemium's SMSF market share soars

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
Praemium has become one of Australia's largest self managed super fund (SMSF) administrators after its funds under administration grew almost 50 per cent to $11 billion in twelve months.

Centrelink lends hand on fin literacy

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
Centrelink has tweaked its financial literacy program to reflect new changes to superannuation and tax rules.

PIS names Singapore head

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
Financial advisory giant, Professional Investment Services (PIS), has appointed Ian Frost as chief executive of the firm's Singapore subsidiary.

Best Advice close to federation

MICHAEL HOBBS  |  MONDAY, 11 FEB 2008
Project East West or the Best Advice Project has closed its books and gearing up to federate in April.

Asia Pac equities in the red

RUTH LIEW  |  MONDAY, 11 FEB 2008
The recent declines in Asian equities may have opened a myriad of investment opportunity windows globally, but investors should adopt a cautious approach to avoid being stung by poor quality investments.