Investing in Retirement is Different
Module 3: Building and Modelling Retirement Portfolios
Learn how next-gen stochastic modelling tools can help advisers construct and evaluate high confidence retirement portfolios.
Presented by
James Claridge, Chief Executive Officer, Investfit
Tim Dowling, Research Relationship Manager, Allianz Retire+
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Adviser Resources
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Retirement Portfolio Illustration Tool
Run over a thousand simulations at chosen levels of volatility and confidence.
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Increase Confidence in Retirement
Planning to higher confidence levels can result in safer and more robust financial plans.
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The Flaw of Averages
Retirees don't want 50-50 odds. They want to know that their money will last
Investing in Retirement is Different
webinar series
Business Development Team
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Evan Gilhome
Senior Business Development Manager
(VIC, SA) -
Alex Brown
Senior Business Development Manager
(NSW, NT) -
Lydia Forsdike
Senior Business Development Manager
(NSW, ACT)
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Fabian Cockle
Senior Business Development Manager
(VIC, TAS) -
Jo Orrell
Senior Business Development Manager
(QLD) -
Marc Sudano
Senior Business Development Manager
(VIC, WA)