Event Recap: Living Through Retirement

On Wednesday, 27 November 2024, we hosted two sessions focused on Living Through Retirement at our Sydney Offices. Both sessions provided attendees with valuable insights into the complexities of retirement planning and a conversation around the financial strategies for achieving a comfortable and secure retirement.

The feedback from our clients was fantastic, with many highlighting the confidence and clarity they gained from the discussion—insights they can now apply to their retirement journey.

Event highlights

Market Update with Danny Wong, Manager Research

Danny kicked off both sessions with a detailed overview of the Australian and global markets. He discussed the current economic landscape and key trends, including the U.S. presidential election. He further explored the concept of longevity risk and how this may impact retirement planning.

Living Through Retirement Panel Discussion with Naomi Holmes, Head of Client Engagement, and Alex O’Brien, Senior Financial Adviser

We were pleased to have Naomi Holmes and Alex O’Brien lead our panel discussion on Living Through Retirement. Naomi and Alex discussed retirement planning considerations such as determining the amount you need to live comfortably in retirement, how you can plan a smooth transition, and how you can maximise assets during your final working years.

The panel also addressed the challenge of longevity risk, offering insights into some strategies that may help ensure your money lasts.

Thank you to everyone who attended and contributed to making this event a success. We are committed to delivering more sessions that cater to your interests and help to give you more confidence in your financial security in the new year!