Watch our Crucial Conversations webinars compiled to help Advisers provide rational, insightful advice to clients who may be late to financial advice process or have had retirement thrust upon them.

Retirement decisions – The good, the bad and the costly.

Current and prospective retirees have weathered the GFC, a pandemic and the consequential fall out  in market conditions. It’s hardly surprising they may have made a few quick decisions based on less rational thinking.

While some decisions may seem innocuous, the consequences can have a deep and lasting effect on their financial security and future well-being.

This three part series explores the drivers of ‘the retirement decision’, the when and the how. We also unpick the behaviour influencing poor financial decisions and you’ll hear first-hand how you can influence behaviour and crucial decisions through holistic advice.

The knowledge gained through these webinars addresses aspects of Client Care including preparing clients for retirement and strategies for better long-term retirement outcomes.

CPD points are available.

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Enjoying watching these videos? Click the button below to view our Crucial Conversations webinars on demand centred on helping Advisers cut through fear, rumour, misinformation and provide rational, insightful advice during the Covid-19 pandemic.

Have a question or would like to request a meeting with one of the team?
Call us on 
1300 420 060 or email

Check out our recorded webinars featuring Australian retirement experts.

  • Facilitating Holistic Retirement Advice
    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
    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
    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