History’s frontier-breakers always ensured they had fuel, food and fortitude. The journey into retirement has historically focused on investment strategies and technical advice – but are clients adequately prepared for the mental challenges that come with this new territory? Finding and maintaining the balance between investments, technical knowledge and the client’s mental outlook – the holy grail of retirement – can be tricky. What can advisers do to assist their clients in this little-discussed but important area, so that they can make optimal decisions with regards to their investment strategies? The leading Post Retirement Conference for financial advisers will help you guide your clients through the transition from employment to retirement.
The most beneficial aspects were understanding the aged care minefield,Despina PavlouFinancial planner, Telstra Superannuation Scheme
addressing the longevity conundrum, client value and involvement in the process.
The holistic approach to the key elements required in order to offer clients or membersMark SpringHead of product innovation, NAB Wealth
solutions to their retirement goals was of benefit.
It was beneficial to hear the high quality of speakers and their confidence in the content,Margaret CollinsFinancial adviser, Smart Financial
as well as interacting with colleagues.
The conference is a great way to see how other planners are working in the retirement space,Ciaran DavisFinancial planner, Mortgage Choice Financial Planning
what is working for them, what doesn’t work.