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

Senior man and woman standing in new house looking at camera. Portrait of old couple relaxing at home. Elderly husband and mature wife looking at camera.

Retirement Conversations Video

18/11/2019

Ways to give retirees certainty

Allianz Retire+ introduces the latest research project "The Next Chapter", which gives fresh insight into…

Ray Smith

Love3368

In constant chase for the money, concept with stickman on chalkboard in chase for money

Retirement Conversations Video

10/11/2019

Conquering retirees’ fear of running out of money

You can’t necessarily control when you retire. When you retire can have a significant impact…

Ray Smith

Love3368

An older couple take a break from hiking to enjoy coffee on a Utah outlook overlooking a canyon. He is holding her around the waist and she is holding a coffee mug and laughing at the camera.

Portfolio Construction Video

18/10/2019

It’s a birthday lottery

How much of an impact does your client's birth date have on how long their…

Ray Smith

Love3368

Students walk around the Macquarie University library at Macquarie Park on a clear day.

Innovation Video

01/10/2019

Allianz Retire+ and Macquarie University announce landmark advice research project

Allianz Retire+ has announced a research partnership in conjunction with Macquarie University, focused on better…

Ray Smith

Love3368

A senior couple seen having fun at the beach on a nice day. The woman is on her husband's back, with her arms crossing over the front of his chest. The sun is glistening on the ocean water.

Innovation Video

22/08/2019

Innovation within the retirement segment and the changing landscape

We discuss the need for greater innovation within the retirement segment and the changing landscape.…

Ray Smith

Love3368

Senior couple bushwalking in the spectacular Australian Blue Mountains

Retirement Conversations Video

22/08/2019

Helping your clients live their best retirement

Providing a more holistic service offering can help your clients live their best retirement and…

Ray Smith

Love3368

A happy senior couple sitting on the side of a sail boat on a calm blue sea looking and pointing to a clear horizon

Retirement Conversations Video

22/08/2019

How Jon lives his ‘best retirement’

What retirement looks like for each client can vary widely. We meet Jon and listen…

Ray Smith

Love3368

Rear view shot of a happy couple in a car excited about the sun rise

Innovation Video

26/04/2019

The retirement investment journey
Part 1

The market is crying out for much needed product innovation in the decumulation phase. A…

Ray Smith

Love3368

Senior couple camping in the mountains and eating a snack

Innovation Video

19/04/2019

The retirement investment journey
Part 2

We’ve spent the last 3 years researching the market, speaking to advisers and retirees alike.…

Ray Smith

Love3368

Shot of a financial advisor meeting with a senior couple in their home

Retirement Conversations Video

15/04/2019

The evolution of advice
Part 1

Accumulating wealth and pursuing investment growth drives focus during the accumulation years. But with an…

Ray Smith

Love3368

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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.