White Papers

White papers contain in-depth analysis and discussion of contemporary retirement investment issues, often challenging traditional approaches while positing alternative solutions.

Boomers, herding, denial & zeitgeist

The current financial advice model serving retirees in Australia is suboptimal for their needs. The suite of readily-available products, tailored specifically for retirees, is too limited.

Strong catalysts and structural trends have now emerged that will fundamentally alter the provision of advice (and products) to this sector.

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Smiles, handshakes & farewells...then what?

Most major life-changing events involve an ongoing process of emotional adjustment. Retirement is no exception. The emotional and psychological impact of retirement has remained virtually unexplored until recently.


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