Tools & Resources
We have assembled resources to stochastically model retirement portfolios, understand retiree mind-sets, pitch alternative investment strategies and explain retirement investment risks. You can also hear from advisers that currently use Future Safe.
Future Safe PDS
Allianz Australia Life Insurance Limited is the issuer of each policy and has authorised the issue of this Product Disclosure Statement (PDS).
Register for Adviser Portal
Complete your accreditation training, view and manage your clients' policies, register for adviser events and access tools and calculators.
Retirement Portfolios Illustration Tool
Stochastic modelling tool for authorised financial advisers. Runs over a thousand different simulations at chosen levels of volatility.
Retirement Portfolios Toolkit
Compilation of resources and independent research specifically designed to help you model and construct retirement specific portfolios.
What do clients want?
“as a general rule, you want to as much as possible protect their capital but still give them consistent income and in this low interest rate environment, we can't use traditional products”
|Future Safe Caps & Rates
The Caps that are applicable to you will change on each of your anniversary dates. You should check them before you invest and prior to making an election each year.
|Future Safe Explainer video
Watch this video and learn about our first retirement solution product Future Safe.
|Articles/Insights on Retirement
Browse Allianz Retire+ extensive library of insights, research and articles.
Allianz Retire+ Future Safe is designed for Australians at any stage of the retirement journey. Get inspired by our examples using Future Safe to enjoy retirement with confidence.
Allianz Retire+ interviewed three advisers, in June 2020. We asked them about their investment philosophy and their advocacy for retirement specific investment products.
|DDO Quarterly Reporting
Dealer Group DDO quarterly reporting template in relation to complaints and significant dealings.