Skip to content
International Adviser
  • Contact
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Aussie advice firm sets up retirement planning service

By Robbie Lawther, 12 Apr 23

It is ‘common to put off making’ investment and financial decisions

Perth-based Approved Financial Planners has created a retirement planning service.

It will look to help clients build a retirement plan that suits their individual needs.

The company is looking to help retirees determine their future needs and goals – and assists them in making the transition into retirement easier.

Once the company creates a retirement plan for a client, the team continues to provide support by reviewing the client’s progress toward achieving their financial goals.

Daniel Stevens, managing director and senior financial adviser at Approved Financial Planners, said: “It’s common to put off making investment and financial planning decisions. But it’s important to take control.

“Everything we do at Approved is designed to challenge the traditional. With an efficient, professional and most of all simple approach to financial planning, we provide a better financial planning solution.”

Tags: Australia

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Industry

    ASIC suspends MW Planning licence after banning advisers

    Industry

    UK finance firms join forces to launch retail investment campaign

  • Companies

    VIDEO: II’s The Breakfast Briefing EP 2 – Sam Instone, CEO, AES International

    Heather Hopkins

    Industry

    MPS assets surge 32% to £190bn as adviser usage grows


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.