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Contenido proporcionado por The ifa Show and Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The ifa Show and Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Guiding clients through uncertainty

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Contenido proporcionado por The ifa Show and Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The ifa Show and Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

265 episodios

Artwork

Guiding clients through uncertainty

The ifa Show

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iconCompartir
 
Manage episode 445377100 series 2512387
Contenido proporcionado por The ifa Show and Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The ifa Show and Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

265 episodios

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