Retirement Fit: Resilience, Health and Wealth
As an adviser you play a crucial role in your clients’ lives. Those in or approaching retirement value, and need, your advice and guidance more than most.
Retiring isn’t the end of the line, or the start of ‘smooth sailing’. Retirees face a new set of issues and challenges. As their adviser, many will come to you for guidance and support as they navigate retirement. It’s important you’re able to lend a hand, or point them in the right direction.
Join us for our next webinar series where we explore how good physical and mental health can help your clients become more resilient, adaptable and fulfilled. You'll also learn how retirees can supplement their income, find purpose and develop social networks via the growing gig economy.
View our 3 part webinar series
Why coffee is good for you
Dr Ginni Mansberg, GP, Author, Speaker & TV Presenter
Monday 15 June 2020, 11.00-11.30am
Dr Ginni Mansberg, a leading GP, will explore how you can take care of your clients (and yourself) to ensure you maintain the right balance during periods of uncertainty. You’ll gain insights and health hacks to live the life we all want to lead, even in a crisis. This informative webinar focuses on personal and family health, stress and sleep, diet and exercise.
Habits for happiness (yes, even now)
Dr Tim Sharp, Psychologist, Author & Speaker
Monday 22 June 2020, 11.00-11.30am
There’s not much that Dr Tim Sharp, aka Dr Happy, doesn’t know about human behaviour, happiness, and how to help others. He’ll discuss how to recognise and accept the normality of worry and anxiety, and provide an understanding of what’s ‘normal’ and ‘abnormal’. You will walk away with helpful tips (for you and your clients) to keep a positive attitude, while continuing to live, hope and find joy during these ‘strange’ times.
Out of change comes opportunity
Melinda Livingstone, Founder of IncomeConnection
Monday 29 June 2020, 11.00-11.30am
Melinda’s business is primarily focused on the over 50’s segment, helping retirees set themselves up for financial success. In this webinar, Melinda will discuss the changing nature of work and the opportunities that arise from a range of flexible income options, born out of the growing on-demand, gig economy. This webinar is particularly relevant for advisers with clients who either need or want to keep working.
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Time to talk, time to listen webinar series
For many retirees the Covid-19 pandemic looms as a serious health threat with a potentially devastating effect on their retirement savings and future lifestyle. How do you cut through fear, rumour, misinformation and provide rational, insightful advice. And be heard?
Tony Bulmer, Founder of the Bulmer Group
Tony discusses how planning and structuring conversations utilising video conferencing, along with creating the right environment, will ensure clarity of messaging for maximum impact and understanding.
Naomi Abbott, Director of Conscious Presence
Naomi discusses how to truly connect with your clients through your conversations so you can build on and enhance trust.
Jon Glass, retirement coach and author from 64PLUS
Jon’s session is not about financial advice. It’s about how to adjust and thrive amidst changing circumstances. Jon utilises a coaching approach to explore how your clients can learn to adapt and live their best retirement.
Check out our recorded webinars featuring Australian retirement experts.
Facilitating Holistic Retirement Advice
Our Head of Distribution, Caitriona Wortley sits down with the Three Sisters Group to discuss holistic advice and changes in the retirement landscape.
Future Safe and the five key needs of retirees
Watch Lydia Kapterian explain how Future Safe can address the five key needs that provide comfort and peace of mind for retirees.
The need for innovation within retirement and the changing landscape
We discuss the need for greater innovation within the retirement segment and the changing landscape. We also get Zenith's view on Future Safe as a retirement solution and how to conduct retirement portfolios.
Business Development Team