Relative Return: Guiding clients through policy overhauls
In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the challenges posed by evolving superannuation and tax policies and how advisers can support clients in this shifting landscape.
Together, they explore the key challenges these changes present for advisers and clients, and how financial professionals can navigate this new terrain to better serve their clients’ long-term financial goals.
Tune in for expert insights into critical issues, including:
- The effects of recent regulatory changes on financial planning strategies.
- How superannuation reforms are transforming retirement planning.
- New research from Generation Life revealing that 75 per cent of Australians are concerned about their retirement savings.
- The evolving role of financial planners in helping clients navigate uncertainty.
- Effective strategies for sustaining client confidence during economic and policy shifts, and more.
Generation Life is a specialist provider of investment bond product solutions having established Australia’s first truly...
Recommended for you
In this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic, along with Momentum Media political commentator Liam Garman and special guest Shane Oliver, chief economist at AMP, dive into the looming US election and what it means for Australia’s economy.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, dive into the burgeoning world of defence ETFs in Australia and take a look at what is driving this sudden emergence.
In this episode of Relative Return, host Laura Dew speaks with Anne Fuchs, executive general manager of advice, guidance and education at Australian Retirement Trust, to discuss how the fund is helping its 2.4 million members.
Welcome to the inaugural episode of Relative Return Unplugged, where we dive into one of the most pressing issues in Australia's financial landscape - the future of the Reserve Bank of Australia (RBA). In this episode, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, tackle the rising scrutiny surrounding the RBA and whether its independence is at risk.