Unlock New Value in Retirement Advice: Adviser Perspectives Revealed
Advisers are experts at guiding clients to reach their retirement balance, but achieving true fulfillment goes far beyond the financial. Our expanded survey dives into these critical non-financial aspects, exploring service offerings, philanthropy, impact investing, and how retirees can make the most of their time.
Join Impaktful co-founders Adrian Patty and Ben Marshan as they reveal how practices across Australia are helping clients live more purposeful, satisfying retirements—and learn how you can, too.
Client Retirement: How advisers approach retirement readiness and transition.
Service & Support: Pre/post-retirement offerings, conversations, and tech adoption.
Investment & Risk Management: Effective strategies and risk tools used by peers.
Non-Financial Support: Purpose-driven, lifestyle, and emotional planning options.
ESG & Impact Investing: Trends in ethical investing and client philanthropy.
You'll walk away with new ideas for serving clients' broader needs, making your practice more impactful and memorable—all while building stronger, longer-lasting client relationships.