Produced By: Ensombl
In this first episode, Tanya is joined by Libby Newman, Senior Investment Specialist – Strategy and Research at Vanguard Australia. They explore the key insights from Vanguard’s research on how Australians are preparing for and experiencing retirement, including the importance of home ownership, and the role of advisers in addressing concerns around longevity, health, and intergenerational wealth transfer.
Accreditation Points Allocation:
Technical Competence 0.4
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
Professionalism and Ethics 0.1