Relative Return: Guiding clients through policy overhauls
In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the challenges posed by evolving superannuation and tax policies and how advisers can support clients in this shifting landscape.
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.
AUTHOR
Robyn Tongol
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