Lonsec   ⟩   Articles   ⟩   News   ⟩   Managing Risks: Women and Retirement

AuthorCasey Brown

DateJuly 30, 2018

CategoryNews

Share

We are in the business of educating our clients on the importance of retirement planning. But research has shown that a one-size-fits-all approach to communication isn’t the most effective tactic.

In Invesco’s paper, Lisa Kueng provides advice, and solid principles, for working with female clients to meet their financial goals.

Lisa reminds us that Australian women, in trends echoed around the world, retire earlier than men, with much less superannuation than men, and an under-estimation of how much they’ll need.

Lisa recommends and explores the following three key principles, based on Invesco Consulting findings & academic research;

  • Provide experience before explanation
  • Align life goals with financial goals
  • Be positive

Read Lisa Kueng’s article to learn how best to communicate financial advice to women.

For more information contact:

Gordon Toy
03 9623 6373
Gordon.Toy@lonsec.com.au

Related stories

25 Jun 2019 - Balancing the Needs, Challenges and Dilemmas of Retirement Investing Retirement investing is necessarily complex. The median super balance when entering ...

Income, Growth and Certainty

By Talaria Read now

30 May 2019 - For many, approaching retirement is often characterised by heightened emotion and anxiety associated with competing life goals and financial objectives. Each ...

Building a goals-based investment portfolio

By Michael Elsworth Read now

21 May 2019 - Last week, we partnered with Money Management to recognise the best performing funds at the annual Money Management and Lonsec Fund Manager of the Year ...

2019 Fund Manager of the Year Awards

By Libby Newman Read now