Latest Financial Planning News

Sequoia Financial Group is actively reviewing its retail licensee services, focusing on its subsidiary InterPrac Financial Planning, with potential structural changes or a sale under consideration amid shifting platform provider relationships.

Tivan Limited has secured an early release of $3 million from its $7.4 million IPCM grant to advance the Speewah Fluorite Project’s feasibility study, aligning funding with project timelines and reinforcing financial backing ahead of a final investment decision.

Westgold Resources has locked in a $600 million unsecured revolving credit facility with top-tier lenders, enhancing its financial flexibility and liquidity to support future growth.

Burgundy Diamond Mines’ Canadian subsidiary has expanded its tariff-related loan facility by C$60 million, reinforcing its financial resilience amid ongoing trade tensions.

HALO Technologies reports a strategic pivot towards APAC growth and a UK business model overhaul, alongside a 16% revenue decline and increased net loss in FY25.

Sequoia Financial Group reported a 75.9% jump in operating profit for 1H FY26 despite a net loss after non-operating charges, prompting a cautious dividend cut amid regulatory challenges.

The Australian Wealth Advisors Group (AWAG) reported a 46% rise in net profit before tax for the half-year ending December 2025, driven by strong growth in funds under management and strategic joint ventures.

Mayne Pharma has announced a planned leadership transition with CFO Aaron Gray stepping up as CEO, succeeding Shawn Patrick O’Brien who will remain as an advisor during the handover.

QBE Insurance Group has reported its strongest financial performance in over a decade for 2025, with a 7% premium growth and a combined operating ratio improvement to 91.9%. The insurer also raised its dividend and announced a substantial share buyback, signaling confidence in sustained growth.

Fiducian Group’s FY2026 half-year results reveal robust growth with a 9% rise in funds under management and a 17% jump in underlying net profit, despite ongoing regulatory challenges.

Cavalier Resources has taken a significant step forward at its Crawford Gold Project by signing a Native Title Agreement and delivering promising drilling results that support resource expansion. The company is advancing towards production while exploring funding options.

Halo Technologies reports a strategic pivot under new CEO Peter Oxlade, adopting a capital-light B2B model in the UK and expanding its Australian managed funds offering, while maintaining stable subscription revenue despite seasonal headwinds.