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Tools & Calculators
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Income Estimator
Find out how much income could be generated or the initial investment amount required to generate a specified initial annual income.
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AGILE Retirement Strategy Illustrator
Model and generate a comprehensive retirement portfolio that includes AGILE and compare against an Account Based Pension only portfolio.
Adviser Material
| Introduction to AGILE An introduction to AGILE and its two phases - Growth and Lifetime Income. |
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| AGILE Adviser Guide Learn more about the features, benefits and mechanics of AGILE. |
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Client Material
| Protected Investment Options An explainer-style guide to Protected Investment Options, including protection options and Maximum Returns. |
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| Lifetime Income An explainer-style guide to Lifetime Income, including how it's calculated and how it can be maximised. |
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Research Resources
| Zenith Report Access the recent Zenith Research Report. 1 |
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| Lonsec Report Access the recent Lonsec Research Report. 2 |
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1 Disclaimers for Zenith rating: The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned Allianz Retire+ Allianz Guaranteed Income for Life (AGILE) April 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines
2 Disclaimer for Lonsec rating: The rating issued June 2023 to Allianz Retire+ Allianz Guaranteed Income for Life (AGILE) , are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit Home - Lonsec for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.
