These days, there is a high likelihood of living well into your 90’s and beyond – you must be asking yourself…”Will My Money Last That Long?” Come join Andrew Griffin of Stanford Brown who will delve deep into thought provoking topics (some you may not have considered) in a research-based journey into the many implications of managing your retirement portfolios to last the distance – as we know, the consequences of getting it wrong are severe.
Topics to be addressed; - What Has Changed (even since you retired)? - How Much Risk Can You Tolerate…and How Much Risk Do You Need To Take? - Can Your Portfolio Recover From Market Drops Like It Used To? - ‘Safe Withdrawal Rates’ – Are They Safe After All? - What is ‘The Retirement Smile’? - Can I Afford Aged Care? - Trends and Implications in Intergenerational Wealth Transfer
I look forward to seeing you there, and please feel free to bring a friend or your partner.
Andrew combines his passion for people and investment markets in providing retirement planning advice and portfolio management for individuals and couples who are either approaching or who are already in their post full time work years. Andrew has a deep care for the wellbeing of his clients, and enjoys discussing both financial and non-financial aspects of retirement with his clients, whatever ‘retirement’ means these days. Privately owned, with its own licence and some 50 staff, Stanford Brown has served high net worth families in Sydney and Melbourne for over three decades. Qualifications; - Bachelor of Agricultural Economics (University of Sydney) - Advanced Diploma of Financial Planning (Kaplan) - Specialist SMSF Accredited Adviser (Cavendish, University of Adelaide) - Accredited Aged Care Professional (Aged Care Steps) - ASX Accredited Listed Products Adviser (Kaplan) - Member of the Financial Planning Association of Australia (FPA)