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?
This Secrets of the Money Masters CPD course will give you insights into:
UBS Asset Management /
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?
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.
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.
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.
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.
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.
06.Test yourself /