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.


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.