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 /
In this Secrets of the Money Masters CPD course, we talk to Kate and Tony - successful property investors who have already overcome serious challenges in life. But with the average Australian set to outlive their money by 11 years, and the COVID-19 pandemic throwing the world economy into chaos, how well-prepared are they for retirement?
After Hours Season 5 - CTOs of Super explores the technology underpinning Australia’s superannuation system and how it’s being used to increase efficiency and deepen member engagement. On the flipside, the series also shines a light on how those technologies can be (and have been) exploited by criminals, and what the super sector can do about it.
The second part of the Future Talk Season 2 CPD course sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. Occurring in the midst of COVID-19, the series aims to address how Australia’s changing economic circumstances are impacting the financial services industry, what the future holds for financial advice and whether there are better ways to serve the public and keep them engaged.
Future Talk Season 2 sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. Occurring in the midst of COVID-19, the series aims to address how Australia’s changing economic circumstances are impacting the financial services industry, what the future holds for financial advice and whether there are better ways to serve the public and keep them engaged.
No More Practice Education Pty Ltd
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E. support@nomorepractice.com.au
P. 1300 790 235
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Nov 26
@NoMorePractice
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