Guiding clients through uncertainty

The ifa Show

Вміст надано The ifa Show and Momentum Media. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The ifa Show and Momentum Media або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

4M ago 39:02

MP3•Головна епізоду

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.

271 епізодів

#Trading #Business #Advice #Australia #Cash #Finance #Financial #Income #Money #Momentum Media #Adviser #Ifa