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Retierment Portfolio Toolkit
A toolkit to help explore and construct enhanced retirement portfolios

Articles Retirement Conversations

22/02/2021

Retirees let down by lack of protection from investment markets

Greater return certainty would help retirees feel more confident to draw down on their savings.

Ray Smith

Love31

A family gathered together in the evening holding sparklers together underneath some fairy lights

Articles Portfolio Construction

15/12/2020

The quest for retirement income confidence

Caitriona Wortley, Head of Distribution Allianz Retire+, explains why Australians need to refocus on the…

Ray Smith

Love31

A retired couple on a motorbike with helmets on smiling

Articles Portfolio Construction

14/12/2020

The future retirement income vehicle

As interest rates hover near the zero bound retirees must drive faster, on narrower roads…

Ray Smith

Love31

A mature aged lady gazing off as she is bushwalking in a forrest

Articles Portfolio Construction

24/09/2020

Breaking a vicious cycle: How to help retirees invest with confidence

The fear of losing money can become a self-fulfilling prophecy for many retirees. Here’s how…

Ray Smith

Love31

A group of retirees taking a group photo together just before they go skydiving with a plane in the background

Articles Portfolio Construction

21/09/2020

Flawed thinking on retirement products must change

Investment industry needs greater focus on protecting retirees’ second biggest asset in drawdown phase.

Ray Smith

Love31

An elderly retired lady looking amazed as she looks on at her laptop screen

Articles Innovation Retirement Conversations

17/08/2020

Virtual client meetings – tips for effective communication and interaction

In a matter of weeks businesses had to pivot, evolve and reinvent as we came…

Ray Smith

Love31

Three elderly ladies having a laugh together wrapped in each others arms

Articles Research Infocus Retirement Conversations

10/08/2020

Overcome conversation barriers and enhance client trust

Coronavirus pandemic, market volatility, health risks to life and isolation has deeply affected clients in…

Ray Smith

Love31

A retired couple about to start a game of tennis on a lovely sunny day

Articles Retirement Conversations

03/08/2020

Coaching clients to better retirement outcomes

For clients on the cusp of retirement or in retirement, the current market conditions, social…

Ray Smith

Love31

An elderly man with glasses wearing a striped shirt looking into his half empty coffee cup

Articles Retirement Conversations

29/07/2020

Coronavirus dampening retirement dreams of Australians

COVID-19 is taking a terrible toll on the economic wellbeing of many retirees and the…

Ray Smith

Love31

A close up facial shot of an elderly retired man

Articles Retirement Conversations

20/07/2020

Australia’s defined uncertainty scheme

Many of Australia’s 3.9 million retirees found themselves in an impossible situation in March 2020…

Ray Smith

Love31

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Any information on this website does not take into account your objectives, financial situation or needs. For personal financial advice please speak to your financial adviser. Products will be issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559. PIMCO Australia Pty Ltd, ABN 54 084 280 508, AFSL 246862, provides investment management and other support services to Allianz Australia Life Insurance Limited.

Allianz Retire+ is the business name of Allianz Australia Life Insurance Limited. By using this website you agree to access this Financial Services Guide.