Professional Planner

Retirement Conference

MARCH 20, 2019


History’s frontier-breakers always ensured they had fuel, food and fortitude. The journey into retirement has historically focused on investment strategies and technical advice – but are clients adequately prepared for the mental challenges that come with this new territory?

Finding and maintaining the balance between investments, technical knowledge and the client’s mental outlook – the holy grail of retirement – can be tricky. What can advisers do to assist their clients
in this little-discussed but important area, so that they can make optimal decisions with regards to their investment strategies?

The leading Retirement Conference for financial advisers will help you guide your clients through the transition from employment to retirement.


Good presenters, an attentive audience, and well organised.

David WilliamsChief executive, My Longevity

It was beneficial, in that there was a lot of knowledge shared and the sessions were presented in a way that kept you engaged and interested.

Sabine ZeppenfeldAccountant, financial planner, J and S Taxation and Financial Planner

The networking opportunities were also very beneficial. Great to have so many advisers in the room at the same time.

Evan PooleManager, comprehensive advice services, Sunsuper Financial Services

A good, well-rounded look at retirement issues. Focus on issues, rather than product, was great.

Vaughan WoodsDirector, Advanced Planning Services


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