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Контент предоставлен The ifa Show and Momentum Media. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The ifa Show and Momentum Media или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Guiding clients through uncertainty
Manage episode 445377100 series 2512387
Контент предоставлен The ifa Show and Momentum Media. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The ifa Show and Momentum Media или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.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.
269 эпизодов
Поделиться
Manage episode 445377100 series 2512387
Контент предоставлен The ifa Show and Momentum Media. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The ifa Show and Momentum Media или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.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.
269 эпизодов
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Похожие на The ifa Show
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
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continue reading
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…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
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continue reading
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Player FM - приложение для подкастов
Работайте офлайн с приложением Player FM !
Работайте офлайн с приложением Player FM !
