This Month
This is what a $5 million retirement budget looks like
We asked financial adviser Olivia Maragna to devise a plan for a couple entering retirement with a generous super balance.
5 ways financial planning is like marathon training
Elite athletes understand that high performance stems from the compounding effect of many good decisions. The same principle applies to wealth building.
Oaktree-backed financial advice roll-up AZ NGA inks $345m debt deal
Global investment giant Barings acted as joint lead arranger on the facility which saw Ares and Macquarie enter the debt stack.
February
Perpetual targets debt and cost reduction after shunning KKR
The new chief executive says the sale of its wealth management unit is necessary to lower its debt, as he doubles down on cost-cutting plans.
A guide to living your best retirement life
With 4.2 million retirees in Australia, what are some of the key strategies to maximising your super?
Viola Private Wealth brings in new chief investment officer
Daniel Kelly, the head of alternatives at Kelly+Partners, has defected to Viola Private Wealth as its chief investment officer.
GDG storms ‘trillion-dollar’ planner wealth market with Evidentia buy
Olympic gold medallist Grant Hackett is turbocharging the group’s expansion into managed accounts and into the sharemarket’s top 200.
Mutual Trust loses its $500m Mann in Sydney
Mann had overseen about $500 million in client assets and nearly $1.8 million in annual revenues at Mutual Trust.
January
Six easy steps to retirement readiness (and one hard one)
There are no courses on how to plan for retirement, so we have done some of the work for you.
Lightning strikes twice for star financial adviser; $30m sale afoot
The co-owner of Baz Luhrmann and Catherine Martin’s historic Sydney mansion Iona, Tim Eustace, is close to selling his business for $30 million.
December 2024
Six ways to get ahead financially in 2025
Start with the end in mind by deciding where you want to be financially in a year’s time.
Your financial adviser could soon be an avatar
In the face of rising costs and dwindling personnel numbers, is this the future of the industry? Some certainly think so.
What to do in each decade of life to build wealth
It can be difficult to know what to do to get ahead financially as you age and your circumstances change. Here’s a quick guide.
Adviser Charlie Viola hires NRL star; eyes growth via M&A
Charlie Viola has hired NRL star Cooper Cronk as he shoots for up to $12 billion in assets in five years, after a $2.5 billion management buyout in September.
Nine private wealth advisers defect from Perpetual
Street Talk understands nine advisers resigned from the 138-year-old investment group on Friday.
November 2024
The start-ups challenging big banks on loans and payments
These top 5 fintechs on the Fast Starters list have found gaps in the market where the big banks fear to tread.
Michelle Levy backs big super, Labor in financial advice fee fight
The Quality of Advice Review chairwoman has backed big super funds and Labor’s bid to allow funds to share the cost of financial advice across their membership bases.
London’s Pantheon eyes Australians with new fund
If it can retain its track record of 16 per cent annual returns, the Pantheon fund would beat PE funds launched by KKR, Apollo and HarbourVest in Australia.
These three scenarios show how HECS debt hits your borrowing capacity
Instead of paying his student loan down faster with extra repayments, this 26-year-old chose to divert his savings to build a house deposit. It paid off.