Secrets of the Money Masters

Finding returns in the new investor reality

UBS Asset Management 

In this Secrets of the Money Masters CPD course, we meet Kate and Greg - a married couple looking for answers on how to reach their retirement goals. They have a good understanding of what they need, but are unsure about the steps they need to put in place to achieve it. In this new economic environment, especially post-COVID-19, how will they need to adapt their strategy?

What you'll learn /

This Secrets of the Money Masters CPD course will give you insights into:

How search satisficing bias can affect client behaviour (and how to manage it)
Managing financial disagreements between couples
The mindset changes needed for clients to achieve their retirement goals in the new economic environment

About the expert /

UBS Asset Management /

 


  • CPD hours1.25
  • Knowledge AreaClient care & practice
  • PriceFREE
  • Point1.5
  • Share

Outline of the course /

Kate and Greg case study

In this Secrets of the Money Masters CPD course, we meet Kate and Greg - a married couple looking for answers on how to reach their retirement goals. They have a good understanding of what they need, but are unsure about the steps they need to put in place to achieve it. In this new economic environment, especially post-COVID-19, how will they need to adapt their strategy?

Find out more

01.

What's ahead for Kate and Greg?

An expert panel featuring Vanessa Stoykov along with UBS Asset Management’s Bryce Doherty and CBRE Clarion’s Gavin Peacock discuss Kate and Greg’s retirement strategy and why the typical routes to building wealth - investing in property, term deposits and high-interest bank accounts - may not be enough to help them achieve their goals of being self-funded and leaving a nest egg for their children.

Find out more

02.

How to manage financial disagreements in couples

Griffith University’s Professor Sharyn Rundle-Thiele explains the concept of search satisficing bias and how it’s affecting the way Kate and Greg approach their strategy for becoming self-funded retirees. She also discusses the issues that arise when a couple have very different ideas about saving, spending and investing.

Find out more

03.

Putting the big picture into action

An expert panel featuring Vanessa Stoykov, UBS Asset Management’s Bryce Doherty and Integra adviser Deborah Kent discuss the role an adviser can have in helping couples like Kate and Greg refine their existing retirement strategy to ensure it’s diversified and takes into account their spending habits.

Find out more

04.

Kate and Greg during COVID-19 case study

Kate and Greg return to Secrets of the Money Masters to discuss the financial impacts of COVID-19 and how it’s affecting their long-term investment prospects and financial goals. After that, UBS Asset Management’s Bryce Doherty and Vanessa Stoykov discuss people’s reluctance to diversify their investments offshore and why doing so is more important than ever.

Find out more

05.

Ben Williams on finding returns in the new investor reality

UBS Asset Management’s Ben Williams explains the major themes driving global investment strategy and why a heavy concentration in the Australian market may appear diversified on an asset class basis - even if it really isn’t.

Find out more

06.

Test yourself /