As retirees face more complex income needs, host Amie Baker is joined by David Hutchison (AMP) and Kane Hansen (True North Lifestyle) to explore how advisers can build resilient, client-focused retirement portfolios. They break down risk profiling, income-stream design, and the shift toward managed accounts – highlighting North’s bespoke solutions and the role of defensive assets in managing sequencing risk. The conversation also covers lifetime products for Centrelink advantages and why early planning is essential for stronger retirement outcomes.
Accreditation Points Allocation:
0.50 Technical Competence
0.25 Client Care and Practice