IFA: Guiding clients through uncertainty episode artwork

EPISODE · Oct 21, 2024 · 39 MIN

IFA: Guiding clients through uncertainty

from Wealth Management Podcast Network · host Momentum Media

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.

Episode metadata supplied by the publisher feed · Published Oct 21, 2024

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IFA: Guiding clients through uncertainty

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