CPD: Risky business – Australia’s retirement landscape (part two)
As discussed in part one of this series, Australians are experiencing a major societal transformation. In this second of the three part series, Allianz Retire+ explores both the controllable and uncontrollable risks that can impact retirement savings and the financial and emotional consequences these risks can present to your clients.
This CPD-accredited article examines as investors transition from accumulation to decumulation, their investment objectives change from amassing wealth to generating retirement income to meet their lifestyle goals. The risk-return landscape also transitions, from ‘maximising returns for a given risk tolerance’ to ‘creating greater certainty of income’.
Click here to read the article and complete the quiz to receive 0.5 hours Financial Planning and Client Care & Practice CPD.