• Guiding clients through uncertainty

  • 2024/10/16
  • 再生時間： 39 分
  • ポッドキャスト

Guiding clients through uncertainty

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  • 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.
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あらすじ・解説

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.
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