financial planning Archives - Allianz Retire+ Insights

Innovation

03/06/2022

Life-Saver: How to rescue retirement from rising risks

Undoubtedly, all investors must adapt their portfolios in light of the current era-defining transition in…

mark.puse@allianzretireplus.com.au

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Innovation

17/11/2021

Arc of the covenant: why advisers need to get ahead of the retirement income curve

Covenant is an antiquated term most commonly associated today with biblical stories, the slightly more…

Michael Erder

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wooden carved mannequin dolls with tools

Articles Portfolio Construction

09/04/2021

Turning retirement planning
on its head

Without a doubt, today’s financial advisers have an incredible task on their hands in meeting…

Michael Erder

Love32

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…

Michael Erder

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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…

Michael Erder

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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…

Michael Erder

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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…

Michael Erder

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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…

Michael Erder

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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…

Michael Erder

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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.

Michael Erder

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