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Maximise the opportunity for your practice

Australia is on the brink of a "retirement tsunami." With the wave of baby boomers reaching retirement age, the numbers are staggering. By 2056, nearly a quarter of the population will have reached retirement age, reflecting an economic impact of significant proportions. 

 

This monumental demographic shift presents a significant opportunity for financial advisers. Not only can you help your clients achieve secure and fulfilling retirements, but you can also position your practice to meet the rising demand for expert retirement advice.

226,000

Australians retiring in the next 2 years1

710,000

Australians planning to retire in next 5 years1

$426 billion

In super savings are being held in retirement products2

3 million

Super members will become eligible to draw from their super in the next 10 years3

Seab Graham

Sean Graham

Managing Director, Assured Support

 

Register for our webinar 

How forward thinking practices are redesigning their approach to contemporary retirement advice

 

9th April 2025 | 11AM - 12PM (AEST)

 

Benefit from the insights of an industry expert, Sean Graham as we discuss:

  • The changes forward thinking advisers and licensees have made to their retirement philosophies, processes and CVPs
  • Documenting your approach to retirement income and supporting it with robust modelling and research
  • Models for embedding best practice retirement advice delivery
  • Retirement income options available to advisers

 

Sean is the Managing Director of Assured Support. He specialises in financial services law, compliance and risk management, and helps advisers and licensees to cope with regulatory complexity and frequent change by providing clear, practical and commercial advice. 
Author – Presenter – Commentator - @4greatadvice.

CPD points will apply.

 

A complete retirement toolkit for your clients

Including lifetime annuities in your clients' retirement strategies can enhance their financial confidence and overall retirement outcomes. By helping to reduce risks such as inflation, market volatility, and fluctuating interest rates, annuities can provide a solid foundation in retirement planning. It can also strengthen your competitive edge, build trust, and deliver better retirement outcomes for your clients. 

 

Balancing retirement considerations

Balancing retirement considerations

 

Challenge yourself today and explore the potential of lifetime annuities

Improve estate outcomes

Lifetime annuities can help reduce the drawdown on the account-based pension, improve age pension entitlements and increase long term income leading to improved estate outcomes.

Improve retirement income

Lifetime annuities can help your clients sustain higher levels of income over their retirement.

Tax efficient

Non super lifetime annuity income is treated favourably due to a deductible amount, reducing assessable income for tax. Super income is tax free for aged 60 or above.

Protection from inflation

Challenger’s lifetime annuity payments can be indexed to CPI, helping payments keep pace with inflation.

Confidence to spend

Guaranteed regular income for life provides clients with greater confidence to spend.

Improve pension entitlements

Lifetime annuities can help clients improve their Age Pension entitlements.

 

Adviser resources

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. Register online now for your free access.

Adviser getting an equote

Get a quote

Secure regular income and apply for a Lifetime annuity for one of your clients by getting a quote below.
card - adviser resources

Client materials

Register for Challenger’s adviser portal, AdviserOnline to access a range of adviser and client facing materials such as case studies, white label materials, videos, webinars, brochures, guides and more.

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Retirement Illustrator

Help your clients understand the benefits of a lifetime annuity by modelling the impacts of including a lifetime annuity as part of a retirement income plan, using our retirement illustrator tool.
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