financial advice Archives - Allianz Retire Plus Blog

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

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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

A retired elderly couple snorkeling in the ocean

Articles Portfolio Construction

19/05/2020

Increase confidence in retirement

The idea of an ‘average’ retiree is a myth – so why base a financial…

Ray Smith

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Two elderly males resting after playing basketball

Articles Portfolio Construction

08/05/2020

The Flaw of Averages: planning for individuals, not averages

The idea of an ‘average’ retiree is a myth – so why base a financial…

Ray Smith

Love31

Senior men happily posing for a photo playing soccer

Articles Portfolio Construction

21/04/2020

Retirees forced to ‘park the bus’ – but where?

To coin a football analogy, ‘parking the bus’ means taking a defensive stance to protect…

Ray Smith

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An elderly retired man embracing with his son while they are outdoors on a walk

Articles Retirement Conversations

21/04/2020

Crucial Conversations – Time to talk. Time to listen

Humans are social animals. We thrive in communities with the support and knowledge that communication…

Ray Smith

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An elderly mother and son in the backyard doing some gardening with shovel and pitchfork

Articles Retirement Conversations

15/04/2020

Panic Selling: How to protect your retiree clients in times of market stress

As market volatility continues to impact on retirement savings, it’s understandable that many of your…

Ray Smith

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Computer graphic image of brain and heart

Articles Research Infocus Retirement Conversations

29/11/2019

Humans are not necessarily rational thinkers, especially in retirement – Part 3

An Adviser's guide to factoring in human behaviour when building retirement income strategies.

Ray Smith

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Humans are not necessarily rational thinkers, especially in retirement – Part 2

Articles Research Infocus Retirement Conversations

24/10/2019

Humans are not necessarily rational thinkers, especially in retirement – Part 2

Part two of a four-part series on how to factor in human behaviour when building…

Ray Smith

Love31

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

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