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.
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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
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
Leverage our library of research driven, insights and articles. Explore the risks facing retirees and portfolios alternatives.
On-demand webinar series
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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.
Consultant Resources
Stochastic Portfolio Modelling Tool
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Retirement Portfolio Illustration Tool
Stochastic modelling tool for authorised financial advisers. Runs over a thousand different simulations at chosen levels of volatility.
Articles and Insights
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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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The flaw of averages
The idea of an ‘average’ retiree is a myth – so why base a financial plan on average life expectancies and returns?
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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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The new frontier for retirement portfolios
Retirement portfolios should be different from accumulation portfolios because retiree needs and risks are different.
Future Safe explainer video
“…They just want to know that their money's safe and they don't have to worry about it.”
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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.