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.
On-demand webinar: Building resilient portfolios
Discover what’s ahead for Australian financial markets and how you can build resilience into your client portfolios with Challenger Economist, Dr Jonathan Kearns, and Challenger Business Development Manager, James Spiridon.
FY24: Resilience in a downturn
Helping clients understand the potential risks – and opportunities – of an economic downturn will likely continue to be an important part of your conversations this year. Discover three economists’ insights on the short-term outlook for the Australian economy in our whitepaper designed to help you have discussions.
Why include a lifetime annuity in a modern retirement portfolio
A Challenger lifetime annuity offers:
- Attractive level of cash flow
- No ongoing product fees
- Regular income for life
- Age Pension boost (if applicable)
- Adviser fee payment options
And when used in conjunction with an account-based pension**, it can:
Preserve more assets
Increase confidence levels in retirement
Discover how Challenger’s lifetime annuities can help redefine your clients’ retirement income.
* Excludes Challenger’s lifetime annuity market-linked options.
** Versus an account-based pension only.
Why choose Challenger
Challenger is an investment management company with a vision to provide customers with financial security for retirement.
How we cover our promises made to your clients
Challenger annuities are provided by Challenger Life, a Life Company regulated by the Australian Prudential Regulation Authority (APRA).
Access our market-leading annuities via several investment and administration platforms.