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Future Safe
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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.
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. |
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Future Safe Explainer video Watch this video and learn about our first retirement solution product Future Safe. |
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Articles/Insights on Retirement Browse Allianz Retire+ extensive library of insights, research and articles. |
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Case studies 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. |
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Adviser Stories Allianz Retire+ interviewed three advisers, in June 2020. We asked them about their investment philosophy and their advocacy for retirement specific investment products. |
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DDO Quarterly Reporting Dealer Group DDO quarterly reporting template in relation to complaints and significant dealings. |
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