Strategies to Creating Certainty in Retirement #2
Strategies to Creating Certainty in Retirement 3 October 2023
Proudly sponsored by Allianz Retire+
In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases.
With Allianz Retire+, it all adds up to certainty.
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