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Historically low interest rates, a restricted outlook on growth, increased market volatility and longer life expectancies mean many of our existing retirement strategies and solutions are dangerously ineffective or obsolete.

This toolkit has been created to help advisers explore, test and implement portfolios for modern-day retirees.

  • Webinars
    Webinars

    Explore the distinct issues facing retirees and how specific retirement products can enhance portfolios and outcomes for retirees.

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  • Retirement Portfolio Illustration Tool
    Retirement Portfolio Illustration Tool

    This stochastic modelling tool for authorised financial advisers , runs over a thousand different simulations at chosen levels of volatility.

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  • Articles and Insights
    Articles and Insights

    Leverage our library of research driven, insights and articles. Explore the risks facing retirees and portfolios alternatives.

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On-demand webinar series

  • Investing in retirement is different

    Investing in retirement is different

    In this four-part webinar series we explore the risks facing modern-day retirees and how advisers can create contemporary investment strategies and portfolios to ensure clients enjoy a long, rewarding and stress-free retirement. CPD hours available.

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Consultant Resources

  • Retirement Portfolios in a Changing World

    In this webinar with Lonsec we discuss the inherent problems with traditional retirement investing and explore the tools to build specialised decumulation portfolios. CPD hours available.

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  • Paper: Building Retirement Portfolios

    This Lonsec paper explores why and how to build specialised decumulation portfolios.

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  • Dissecting Retirement Income Solutions

    Leveraging the technical expertise from the Atchison Team this webinar explores the impact of transitioning into retirement on risk profiles and more.

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  • Paper: Protection in Retirement

    This paper from Atchison Consultants explores the unique risks facing Australian retirees, and the important role growth assets and protection can play.

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Stochastic Portfolio Modelling Tool

  • Retirement Portfolio Illustration Tool

    Retirement Portfolio Illustration Tool

    Stochastic modelling tool for authorised financial advisers. Runs over a thousand different simulations at chosen levels of volatility. 

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Articles and Insights

  • Increase Confidence in Retirement
    Increase Confidence in Retirement

    Planning to higher confidence levels can result in safer and more robust financial plans, and more confident and satisfied clients.

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  • Conquering retirees’ fear of running out of money
    Conquering retirees’ fear of running out of money

    You can’t necessarily control when you retire.  When you retire can have a significant impact on how long your retirement portfolio will last. Learn why mitigating sequencing risk in retirement portfolios is critical, especially for your most vulnerable clients.

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Future Safe explainer video

 

“…They just want to know that their money's safe and they don't have to worry about it.”

  • Deliver certainty in times of adversity

    Deliver certainty in times of adversity

    Future Safe offers investors a simple way to access the returns of the sharemarket with the certainty of a range of returns. 

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  • Want all the details?

    Find the PDS in our Resources section.

    Resources
  • Apply for Future Safe

    Apply today using our simple form.

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  • Need more help?

    Can’t find what you need? Just ask us.

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