Loading...

Insights and tools for advisers

 

Welcome to your resource hub specifically designed for Australian financial advisers, covering topics from retirement strategies to aged care planning and economic insights. Here you’ll find an extensive collection of articles, guides, technical information, webinars, FAQs, and case studies, designed to help you deliver the best possible advice to your retiree clients.

Tech support

Technical information

Challenger’s award-winning Technical team produce a range of educational information for advisers, as well as providing a technical hotline that can be accessed by calling 1800 176 486.
Economic updates

Economic updates

Challenger’s Chief Economist and Head of Regulatory Affairs Dr Jonathan Kearns provides regular analysis of economic trends relevant to financial advisers and their clients. Under his mast head Macro Musings, Jonathan delivers economic insights and updates on our economic web page (Hyperlink to page) via a regular LinkedIn newsletter and through periodic thematic pieces.
webinars

Webinars 

View our series of on-demand webinars featuring a range of topics such as creating optimised retirement portfolios, aged care and economic updates. Unlock insights for financial success in aged care and retirement with our on-demand webinars, crafted to help equip Australian financial advisers with crucial strategies for funding aged care, understanding economic shifts, and optimising retiree portfolios.
Successful businesswoman using laptop, working in office. Business technology corporate concept

CPD Points 

Explore the valuable educational resources for advisers offering CPD points, created by our experienced Technical team. Take a look at what’s available.
strategy support

Case studies 

Modelling the portfolio benefits a partial allocation to annuities can have for clients with different means and financial objectives.
Young colleagues cooperating while working on a computer in the office

Modelling tools

Use our advanced calculators and illustrators to see how Challenger annuities can improve outcomes for your clients in retirement and in aged care. Access these tools and more, through our AdviserOnline portal. Register now - it’s easy and free.

Related content

retired couple on lounge looking at an ipad

Protecting retirement income from inflation

The fall in inflation from multi-decade highs is good news for the Australian economy. Many retirees are struggling to manage their cost of living because of the cumulative impact inflation has had on their financial position.
Happy senior woman smiling at home

Sequencing risk explained

With recent falls in domestic and global investment markets, your clients could be facing increasing challenges to their retirement income.
Binoculars graphic in Challenger branding colours

A resilient portfolio is different in retirement

A diversified portfolio can provide better long-term outcomes because it is more resilient in times of market turmoil. Typical portfolios will include an allocation to bonds, or other defensive assets which should help protect the capital of the portfolio in a market downturn. The goals of a retirement portfolio are different.

Adviser support

 

Here are a few other options available to you if you’re looking for additional information or support. 

Subscribe 

Subscribe to our monthly adviser newsletter containing the latest technical articles, economic updates, retirement insights and product news.

Subscribe to our weekly rates email to stay across the latest Lifetime, Term and CarePlus rates.  

Adviser 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. 

BDM support

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

Request a meeting with a Challenger BDM. 

 

Adviser articles

Stay informed


Subscribe to our monthly adviser newsletter containing the latest technical articles, economic updates, aged care insights and product news.