All Articles tagged with 'Matt Walsh'

You are in Posts tagged 'Matt Walsh' (Page 2)

Lifeplan survey underlines need for tailored advice

From Lifeplan Funds Management

The age, gender and wealth level of clients can make a significant difference to which services and assistance they value most from their financial adviser, according to the latest Lifeplan

continue reading

28 Nov 2014

Grandparents step in to fill the education savings gap

From Lifeplan Funds Management

The September quarter CPI figures[1] show that over the past 12 months education costs have increased by 5.2 percent, second only to increases in the cost of alcohol and tobacco at

continue reading

03 Nov 2014

Helping Australian families to better prepare for life’s financial challenges

From FSA - Friendly Societies of Australia

The Friendly Societies of Australia (FSA) yesterday said the Financial System Inquiry should promote measures in its final report that support sustainable pre-retirement life-event savings and investment products, recognising the positive role

continue reading

02 Sep 2014

Means test changes boost funeral bonds

From Lifeplan Funds Management

With the Federal Government closing down or reducing thresholds on many benefits, the social security means test threshold for funeral bonds has bucked this trend, increasing to $12,000 from July

continue reading

08 Jul 2014

Education costs outstrip wages growth and inflation

From Lifeplan Funds Management

Education costs have increased by 81 percent over the past 15 years* and have outstripped wages growth and inflation over the same period, research by Lifeplan Funds Management has shown.

continue reading

12 Jun 2014

Lifeplan Financial Advice Satisfaction Index hits all time high

From Lifeplan Funds Management

Investor satisfaction with financial advisers is at its highest level since the inception of the Lifeplan ICFS Financial Advice Satisfaction Index in 2007, according to the April 2014 survey results.

continue reading

01 May 2014

A road map to greater national savings and increased budget revenue

From FSA - Friendly Societies of Australia

Changes need to be made to Australia’s financial system to help address the nation’s debt challenge, increase national savings and encourage personal responsibility, the Friendly Societies of Australia (FSA) said.

continue reading

02 Apr 2014

Education costs continue to outstrip inflation

The latest Consumer Price Index (CPI) figures show that education costs continue to outstrip inflation, maintaining the trend that has persisted for the past decade. Parents’ concerns about the increasing

continue reading

01 Nov 2013

Parents should plan for rising education costs

From Lifeplan Funds Management

Despite government plans to direct further funding to education, parents’ concerns about the increasing cost of their children’s education are not over, warns Matt Walsh, head of Lifeplan. “The cost

continue reading

20 Aug 2013

Client satisfaction up but question advisers’ technical ability

The ongoing noise about changes to financial services’ regulatory requirements appears to be affecting attitudes towards financial advisers. The latest Lifeplan ICFS Financial Advice Satisfaction Index* has shown clients of

continue reading

01 May 2013

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]