Matthew Rady Chief Executive Officer, Allianz Retire+ (at time of writing)
MATTHEW RADY | THURSDAY, 10 DEC 2020 Few investment metaphors are as misleading as the retirement "nest egg". Too many retirees believe their savings are fragile and to be preserved at all costs when in fact the purpose of them is to use them to provide an income in retirement. Read more MATTHEW RADY | MONDAY, 17 FEB 2020 The recent commissioning by federal Coalition Treasurer Josh Frydenberg of a review into Australia's superannuation and retirement incomes reminds us that the system's original purpose was to establish and enhance the retirement savings of working A ... Read more MATTHEW RADY | FRIDAY, 27 SEP 2019 Why our collective mindset matters in a world of uncertainty Read more PAGE: 1 |
Latest News
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Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
Court approves $16m DASS settlement
The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.