AGILE – Delivering retirement income with Certainty
AGILE is a long-term retirement income solution designed to help you meet two goals specific to investing in retirement:
- Growing your retirement savings whilst reducing or limiting investment risk; and
- Securing the certainty of a stable and sustainable guaranteed income for life.
Key features of AGILE
AGILE Product Brochure Request
A smart retirement portfolio helps to manage and mitigate risk and ensures clients’ savings work hard at every stage of retirement. As with any astute investment approach, tapping into diverse sources of retirement income is key when it comes to balancing risk and return. After a lifetime’s work, peace of mind is a reasonable expectation in retirement.
Navigating Risk In Retirement
When it comes to planning for and financing retirement, Australians shouldn’t have to worry about tomorrow’s ‘what ifs’ or uncontrollable factors such as inflation or market volatility. They certainly shouldn’t have to fear running out of money. In an imperfect world, risks abound and can have a profound impact on your clients’ retirement outcomes.
The Retirement Income Imperative
The 'retirement income imperative’ is an informative paper designed to outline the changing demographic landscape and approach to retirement planning. Click below to download the full whitepaper.
With Allianz Retire+, it all adds up to certainty
At Allianz Retire+ we believe that all Australians should be able to live their lives with certainty and not have to worry about tomorrow’s ‘what ifs’, market volatility or whether they’ll have enough money for the future. That’s why we’re committed to delivering innovative retirement income solutions with a guaranteed income for life. We’re proud to be part of the Allianz family, that’s been helping Australians for over 100 years.
HUB24 Custodial Services Ltd is the operator of HUB24 Invest (an investor directed portfolio service), promoter and service provider of HUB24 Super which is a regulated superannuation fund. The trustee and issuer of interests in HUB24 Super is HTFS Nominees Pty Limited ABN 78 000 880 553, AFSL 232 500, RSE Licence No. L0003216. No entity within the HUB24 group nor HTFS Nominees guarantees any payments under AGILE, and they are not responsible for the performance of any Allianz Retire+ product, or any other product or service promoted or supplied by Allianz. © HUB24
1 Subject to an initial three-year waiting period after commencing your AGILE investment. Lifetime income payments will automatically commence when you reach 100 years of age.
2 Withdrawals made in the first 10 years may be subject to a Market Value Adjustment. Withdrawals may also reduce your lifetime income payments if they have started.
3 Each protected investment option allows you to benefit from equity market growth up to a Maximum Return applicable to that option, while eliminating or reducing losses resulting from market falls. During the Growth Phase you can allocate across the four market-linked protected investment options. During the Lifetime Income Phase, your investment is allocated to the Australian Equity Index – Total Protection option.
4 For investors who select the Age Pension+ Option, investors may no longer have full access to the Investment Value on death. Access will be limited to the amount prescribed under the social security Capital Access Schedule.