Advisers are key to retiree clients’ happiness and well-being

Jason Andriessen  |  MYMAVINS  |  13 October 2021  |  0.50 CE

A recent independent research study looking into retirement from the perspectives of over 1,500 older Australians found that finances are at the fulcrum of their happiness and well-being. But it’s complicated. There is a paradox in that while the absence of financial stress is a major driver of well-being, increasing wealth is not. And, the study found that financial advisers are the keystone to retirees’ well-being: relieving retirees of their short-term stressors; providing retirees with a sense of control in their lives; providing confidence that they can deal...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.

Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.

What's new with our live and on-demand continuing education, accreditation and certification programs.