Holistic advice Archives - Allianz Retire Plus Blog

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

Love31

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

Love31

Senior lady on her laptop video chatting with coffee on her couch

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

Love31

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

Love31

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

Love31

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

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

Retired couple sitting on the end of a wharf viewing a lake

Articles Redefining Retirement

27/05/2019

Have we failed retirees?

For the last 30 years, the focus has been on producing wealth accumulation solutions to…

Ray Smith

Love31