Bring in the experts SUPER WEDNESDAY
Decumulation and changing your clients’ mindset from saving to spending

Join us for a comprehensive discussion on decumulation and cashflow modelling tools to better support your client’s change of mindset from saving to spending during retirement.

As financial advisers, we take so much time teaching clients to save and invest over many years that when the time comes for them to live off their investments, changing their mindset to spend confidently can be challenging.

In this session our expert panel will share their insights into what advisers can do to help clients that are struggling to make the shift. Learn practical tools and ask questions about how to get your clients to understand the relationship between assets, income and retirement goals so they can spend their hard-earned savings with greater certainty.

On the panel are:

Chris Douglas – Principal at MyFiduciary and Fi360 Pacific

After starting out his career in 1999 at New Zealand Financial Planning, Chris has over 18 years investment experience working in Auckland, London, Sydney and Chicago and is passionate about the advice industry. In his role at MyFiduciary, he supports advisers and other fiduciaries through the provision of world-class fund manager research and tools. He also serves the Investment Committees for a range of entities including PIA Group, Milestone Group and Saturn Advice.

His previous role was Director and Manager of Research for the Asia-Pacific region at Morningstar (Sydney).  In this role Chris led Morningstar’s qualitative and quantitative fund review processes, and chaired the Investment Committees for Australia, New Zealand and India.  Prior to this role, Chris worked in Chicago and led a team of around 50 analysts across seven countries who collected Morningstar’s managed investment data.  Chris has also worked at AllianceBernstein and F&C Asset Management in London.

Chris holds a Bachelor of Commerce Degree from Lincoln University (New Zealand) and the AIFA® designation.

Ben Brinkerhoff – Head of Advice, Consilium

Ben has been with Consilium since the foundation of the business, and is responsible for Consilium Partner Services and business development, and sits on the Consilium Investment Committee.

Ben works with partner firms to grow and develop their ideal advice practice through engaging advice processes, efficient business systems, increased investor education and goals-based advice, while finding their marketing and business development niche.

Ben writes many articles and whitepapers for Consilium and published his first book, A Little Book of Financial Wisdom — Clarity in the midst of a financial crisis, which is a collection of articles written in the midst of the COVID-19 crisis.

With over 20 years’ experience in financial services, previous roles include General Manager of Bradley Nuttall, Chief Operations Officer of Index Funds Advisers, LLC in the United States and in various Economic Consulting roles in the US and abroad.

Ben has a BA in History and Economics from the University of California.

Royden Shotter – Founder & Creator at Planolitix

Royden is a practising Financial Planner with more than 20 years of experience across mortgages, insurance, investment and retirement planning. Outside of his Advisory role he actively engages with the wider financial advice industry, advocating for action that improves adviser and client outcomes.

Royden created the online financial modelling software Planolitix and is currently on the board of the TripleA (Advisers Association).

As an advocate for higher education, Royden has a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University and is a completed his Massey University studies and Certified Financial Planner (CFPCM) practitioner, adhering to the high standards of professional competency and ethics required.

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.