Client concerns - Providing strategies and solutions
There are four common concerns (themes) which clients are seeking our guidance from. Whilst each is separate by its origin, the issues are closely related.
The impact of the Global Financial Crisis (GFC) in reducing clients assets, coupled with a reduction in the amount clients can contribute to superannuation and the uncertainty of future superannuation legislative changes
Clients are increasingly acknowledging the likelihood of a longer life expectancy and the distinct possibility they could outlive their retirement savings. This risk is commonly known as ‘Longevity Risk’ or how long will my money last?
Recognition that sitting back and doing nothing is not an option and the time has arrived to embrace strategies to commence rebuilding wealth
The need to accumulate more assets, more efficiently prior to and in retirement.