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

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

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

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

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

Elderly retired couple walking through park under trees

Articles Retirement Conversations

13/05/2019

Help your clients find their ‘mojo’ in retirement

Achieving the retirement your client has always dreamed about requires both lifestyle and financial planning.

Ray Smith

Love31

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