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Insights

Keep up to date with our latest insights and research

Jul. 30, 2025

Video: Weathering market volatility and ensuring certainty in retirement

Ongoing market volatility and overall economic uncertainty are stark reminders of the challenges and opportunities faced by Australians when planning for retirement. What if you could remove some uncertainty from the equation and ensure your essential expenses are covered – no matter what the markets do?
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Jul. 23, 2025

Enhancing Retirement Portfolios: Strategies for Aligning Income with Client Needs

In the realm of retirement planning, aligning a client's portfolio with their income needs is a nuanced task that requires a deep understanding of spending hierarchies and the strategic structuring of income sources.
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Jul. 09, 2025

Insights from the RBA July Cash Rate Announcement

The Reserve Bank of Australia (RBA) today defied widespread expectations of a second consecutive rate cut, although we expect the RBA to resume its easing cycle at its August meeting.
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Jun. 30, 2025

Not all income is created equal: structuring retirement portfolios to align with income needs

Understanding the hierarchy of retirement spending and the strategic structuring of income sources can make the difference between a comfortable retirement and a financially strained one.
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Jun. 30, 2025

Three compelling reasons why now is a good time to invest in AGILE

In today's unpredictable financial landscape, the challenges – and potential opportunities – of retirement planning are more pronounced than ever. Market volatility, economic uncertainty and geopolitical events are shining a light on asset allocation and the importance of risk mitigation.
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Jun. 30, 2025

Assessment of income for the Commonwealth Seniors Health Card

A much sought-after concession card for retiree clients who do not qualify for an income support payment, the Commonwealth Seniors Health Card (CSHC) confers a range of benefits and concessions.
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Jun. 27, 2025

Understanding the impact of rate cuts

As we navigate the complexities of the current economic environment, it's crucial to consider how these changes might impact your clients who are approaching retirement. With the recent GDP growth miss and the RBA potentially making several rate cuts this year, the financial landscape is shifting.
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May 21, 2025

Insights from the RBA May Cash Rate Announcement

The Reserve Bank of Australia (RBA) cuts rate to 3.85% amid growth concerns. With inflation returning to the RBA's target range for the first time since 2021, the decision reflects comfort in current data and forecasts.
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May 08, 2025

Exploring the Future of Retirement

Retirement is a dynamic phase of life, evolving beyond the traditional boundaries of work and leisure. To better understand this transformation, in collaboration with fiftyfive5, part of the Accenture Song group, we commissioned a qualitative research piece focusing on pre-retirees and early retirees' needs and motivations.
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51 releases in total

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Any information on this website does not take into account your objectives, financial situation or needs. For personal financial advice please speak to your financial adviser. Products will be issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559.

Allianz Retire+ is the business name of Allianz Australia Life Insurance Limited. By using this website you agree to access this Financial Services Guide.