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Everything from Foresters Financial

White Paper details how the projected $3.5 trillion intergenerational wealth transfer will transform our economy

From Foresters Financial

Australia stands on the cusp of a massive intergenerational wealth transfer that will have enormous ramifications for the Australian economy, says investment bond specialist Foresters Financial in its latest White

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27 Mar 2024

Foresters Financial and Tanggram partnership to pave way for new generation of investors

From Foresters Financial

The member-owned financial services group Foresters Financial has expanded the reach of its Education Bond with its launch on Tanggram, Australia’s first mobile investment platform that combines a rewards scheme

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18 Oct 2023

Foresters Financial helping retirees to meet net zero

From Foresters Financial

Foresters Financial, a member-owned financial services company servicing members and investment communities, is urging investors to consider their Sustainable investment options as a mechanism to contribute to a better future

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11 Oct 2023

Foresters Financial launches Education Bond in expanding investment offerings

From Foresters Financial

Foresters Financial, a member-owned financial services company providing investment bond solutions for investors seeking better ways to grow, protect and transition family wealth has expanded its offering with the launch

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21 Aug 2023

Foresters Financial bolsters executive team with Michael McQueen appointment

From Foresters Financial

Foresters Financial, a member-owned financial services company providing investment bond solutions for investors seeking better ways to grow, protect and transition family wealth, and to protect intergenerational legacies, has expanded

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18 May 2023

Foresters Financial appoints new technical and training manager

From Foresters Financial

Member-owned financial services specialist, Foresters Financial (Foresters), has appointed Maryanne Mullahy to the newly created role of technical and training manager. Mullahy will be based in Melbourne and will support

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14 Sep 2022

Foresters Financial appoints chief risk officer

From Foresters Financial

Member-owned financial services specialist, Foresters Financial (Foresters), has appointed Greg Hanigan as chief risk officer. Mr Hanigan will be based in Melbourne and report to chief executive officer, Emma Sakellaris.

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23 May 2022

Foresters Financial appoints head of partnerships

From Foresters Financial

Member-owned financial services specialist, Foresters Financial (Foresters), has appointed Jenny Liakopoulos to the newly created role of head of partnerships. Ms Liakopoulos will be based in Melbourne and will report

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13 May 2022

Earn CPD Points

CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]