What people are really worried about
This week, I got the opportunity to really listen to what was on the mind of everyday Australians when it comes to money.
Alex Burke
October 24, 2019
This week, I got the opportunity to really listen to what was on the mind of everyday Australians when it comes to money.
Challenger’s Jeremy Cooper shares some ideas as to why our retirement income system remains inadequate.
With a significant proportion of the Australian workforce entering retirement, these lessons are critical for clients.
There is no time to waste to refute dangerous reports telling people their retirement will take care of itself.
It’s now been around three weeks since Australian retirees have been able to make a super contribution of up to $300,000 from the proceeds of their house – the question is, how should that money best be used?
Tasked with identifying new and interesting streams of education for our community, I am always looking for new ideas, and different ways to continue the conversation with you, our industry, to demonstrate thought leadership, new ways of thinking, challenges and solutions. Our education has to be entertaining, personal and different.
What’s the biggest risk facing your clients at present? How about the biggest risk facing their children? It might not be what you think.
Although there have been significant wealth transfers in the past, this time is different, says Jenny Josling of Orbis Investments. Discover how you can help your clients adopt a long-term mindset for wealth creation, and what’s at risk if they don’t.
In the next instalment of our Reinvention conversation, Jenny Josling from Orbis Investments talks about the art of thinking intergenerationally about wealth. This is something she has had much experience in, running the Australian arm of a business that has spawned five generations of stock pickers, and was founded by a man who structured the ownership of the firm to support his philanthropic endeavours.
At first this was a way of approaching wealth that did not come naturally to me.
See some of the biggest names in finance, including Platinum Asset Management, Nikko Asset Management, Orbis Investments, UBS Asset Management and Perpetual Limited discuss the need for Australians to reinvent their retirement alongside Professor Mark Brimble, director FASEA, and Marcus Field and Vanessa Stoykov of No More Practice Education.
Are your clients part of the 81 per cent of Australians who will fall short of being able to comfortably retire?
No More Practice Education Pty Ltd
Level 1, 10 Shelley Street, Sydney NSW 2000
