The most difficult part of retirement is not money

We help advisers move beyond asset management and strategy to support clients with their non-financial needs and bring deeper purpose to their life.

The retirement problem

1 in 4

Australians are affected by social isolation

46%

Higher risk of death retiring without purpose

33%

Higher risk of depression retiring without purpose

Many retirees struggle with the non- financial aspects of retirement

Loss of identity and Purpose

Reduced social connections

Challenges in finding meaningful activities

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These issues can lead to depression, cognitive decline, and reduced quality of life - even for those who are financially secure.

We have put together some commonly asked questions.

Many retirees struggle with the non- financial aspects of retirement

Loss of identity and purpose

Reduced social connections

Challenges in finding meaningful activities

These issues can lead to depression, cognitive decline, and reduced quality of life - even for those who are financially secure.

The Opportunity for Purpose-Driven Retirement Planning

Retain More Clients

Differentiate your practice with a unique, purpose-focused approach
Deepen client relationships by addressing their most significant retirement concerns
Increase client satisfaction and loyalty through meaningful, life-changing conversations

Generate Quality Referrals

Turn satisfied clients into passionate advocates as you improve their retirement experience
Have clients talking about what you do outside of investment management
Stand out in a crowded market with an approach that resonates deeply with clients and their peers

Secure Generational Wealth Transfer

Connect with entire families to ensure multi-generational client relationships
Be at the center of the $3 trillion+ transfer of wealth that is under way
72% of wealthy individuals believe it's important to pass on values to the next generation, not just wealth

Our Mission

Impaktful was founded to address a critical gap in retirement planning. We recognized that while many retirees achieve financial security, they still struggle with finding purpose and fulfilment. Our mission is to empower financial advisers to guide their clients towards truly rewarding retirements that go beyond just financial well-being.