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Retirement confidence starts with guaranteed regular income

 

See how annuities can be used to help meet client needs in these case studies.

Retired lady drinking tea

Jane

Fund aged care feesProvide an inheritance
Jane, 85, wants to afford her ongoing aged care fees and living expenses, provide an inheritance for her children and retain access to some funds.

Assets

After paying a Refundable Accommodation Deposit (RAD) of $550,000 Jane has the following assets:
$900,000 in term deposits
$50,000 in cash

Retired couple travelling

Penny and Pete

Live comfortablyLeave a significant estate
Penny and Pete, both 67, want to be able to spend comfortably but confidently in retirement.

Assets

Homeowners
$3,200,000 combined in superannuation
$100,000 in term deposits
$50,000 non-financial assets

Lady sitting on her phone

Julie

Protect standard of living in retirement against inflation
Julie, 67, is worried about protecting her standard of living in retirement. She wants to ensure inflation doesn’t erode the value of her income.

Assets

Homeowner
$700,000 in superannuation
$20,000 in personal assets
$50,000 in cash

retired couple sitting on park bench

Fiona and Frank

Concerned about running out of income in retirement
Fiona and Frank. both 67, are seeking continuity of income so they can live well long into retirement but are scared of running out of money.

Assets

Homeowners
$350,000 each in superannuation
$20,000 in personal assets
$50,000 in cash & TDs

 

‘Life. Well lived.’ 

We’re delighted to share our new commercial which celebrates the joy that can come from financial security in retirement! 

Annelise Hickey, filmmaker

“Challenger wanted to showcase their customers with a zest for life and a youthful disposition, so we set off to create a piece that allowed our main characters to dance like no one is watching. We wanted to capture a sense of ease and joy that is such a celebration of twilight years and I think we managed to pull it off!”

 

Adviser resources

As the largest annuity provider in Australia, we’re here to support you with technical strategies, webinars, client content, calculators and more.
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AdviserOnline

Challenger’s adviser portal, AdviserOnline, provides you with a variety of tools and resources on retirement planning and solutions.

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Calculators and modelling

Illustrate the positive retirement outcomes you can achieve for your clients using annuities.

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Adviser knowledge hub

Stay informed and up to date with articles, papers and webinars from our experts.

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Challenger Tech

Tap into our technical expertise.

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Tools at your fingertips

Our AdviserOnline portal

Register now for AdviserOnline, our comprehensive adviser portal giving you access to tools that can help you guide your clients through retirement planning and transitioning to aged care. AdviserOnline offers technical information, financial strategies, practical tools and calculators, and educational materials for both advisers and clients. Register online now for your free access.

Secure your clients’ future income

Market-leading annuities from an award-winning provider and access to best-in-class active investment managers.
Our products

Term annuity

%* p.a. | 3-year fixed term

Guaranteed income in return for a lump sum invested for a fixed term.*Rates may vary. Annual payment with capital returned at the end. Issued by Challenger Life Company Limited ABN 44072486938.

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Lifetime annuity

Receive guaranteed regular income payments for the rest of your life from a lump sum invested.

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CarePlus income for aged care

Challenger CarePlus provides guaranteed monthly payments for life to help with ongoing costs of aged care as well as a guaranteed death benefit.

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Investments

Access a range of investment strategies from best-in-class investment managers. 

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* Rates may vary. Annual payment with capital returned at the end. Issued by Challenger Life Company Limited ABN 44072486938 

We're here to help

 

Our Client Services team are Australian based and readily available to take your call Monday to Friday, from 8am to 6pm AEDT. Call us on 13 35 66.

Challenger employee smiling

Speak to our Distribution team

 

Our Challenger Distribution team are experienced in helping advisers develop retirement strategies that help give clients confidence in retirement.

 

Request a meeting with a Challenger BDM. 

 

 

Challenger Group manages more than $131 billion in assets (as at 31 December 2024) and is Australia’s largest annuities provider

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About Challenger

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How we cover our promises

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Earn CPD points

 

Explore the valuable educational resources for advisers, offering CPD points and expert content from our experienced Technical team.  

 

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Latest adviser education and research

 

Our experts keep you up to date with education, insights and research for advisers relating to retirement income, aged care, and economic and market updates.

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