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Allianz Retire+ strengthens Queensland presence with senior appointment amid continued growth

From Allianz Retire+

Allianz Retire+ has appointed highly experienced financial services executive Rachel Elfverson as State Manager, Queensland, further strengthening its distribution team as demand for retirement income solutions continues to grow. Rachel

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10 Jul 2026

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology

From Allianz Retire+

Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new

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09 Jul 2026

Allianz Retire+ continues momentum with strong AGILE growth and senior distribution appointment

From Allianz Retire+

Allianz Retire+ has reported strong growth momentum in its AGILE solution, supported by a series of product enhancements that further strengthen its position in the evolving retirement income market. To

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26 Jun 2026

V2 AI and Anthropic power an AI assistant for Allianz Retire+

From Allianz Retire+

As Anthropic expands into the Australian and New Zealand markets, leading Asia-Pacific data and AI consultancy V2 AI has built an enterprise-grade, intelligent AI solution, leveraging Anthropic’s Claude, that revolutionises

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11 Jun 2026

Hesitancy emerging as a greater risk than market volatility, inadequate savings

From Allianz Retire+

New research from Allianz Retire+ has identified decision inertia, driven by a powerful fear of commitments perceived as irreversible, as an emerging risk to retirement outcomes for otherwise well-prepared Australians.

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22 May 2026

Allianz Retire+ launches AI digital assistant for advisers

From Allianz Retire+

Allianz Retire+ launched a market leading Al powered assistant to transform how advisers engage with its retirement income solution, Allianz Guaranteed Income for Life (AGILE), empowering them to deliver better

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13 Mar 2026

CPD: The retirement roadmap – helping clients navigate the stages of retirement

From Allianz Retire+

Retirement marks a truly significant transition in one’s life, representing the culmination of years of hard work, diligent saving, and careful financial planning. This period is far more than just

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02 Dec 2025

CPD: Demystifying guaranteed lifetime income – what your clients need to know

From Allianz Retire+

This year, the first of Gen X will turn 60. Over the coming decade, waves of Gen X Australians will join the baby boomers in enjoying a longer, healthier retirement

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24 Oct 2025

CPD: Investor Behaviour – Retirement

From Allianz Retire+

To best understand how and why clients make financial decisions – particularly during retirement – advisers must look beyond technical strategies and consider investor behaviour. Before addressing product selection or

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07 Aug 2025

CPD: Retirement income strategy choices

From Allianz Retire+

There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate

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13 Jun 2025

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CPD: Consumer protection essentials – AFCA and advice complaints
As essential component of a robust framework for protecting financial consumers is the presence of mechanisms that hold individuals and organisations to account for causing consumer harm and allow consumers [...]
CPD: A new approach to assessing risks in retirement
In our last article, we examined the common risks that can impact retirement. The financial risks we’re all acutely aware of: longevity risk, inflation risk, market risk and sequencing risk. [...]
CPD: Ethics and financial abuse
Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]
CPD: Seeking stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]
CPD: The year ahead for fixed income markets
The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]