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Guiding clients through uncertainty

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Manage episode 445377100 series 2512387
内容由The ifa Show and Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 The ifa Show and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the increasingly complex financial landscape shaped by evolving superannuation and tax policies.

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.
  continue reading

264集单集

Artwork

Guiding clients through uncertainty

The ifa Show

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icon分享
 
Manage episode 445377100 series 2512387
内容由The ifa Show and Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 The ifa Show and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the increasingly complex financial landscape shaped by evolving superannuation and tax policies.

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.
  continue reading

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