Fund Manager Friday – Episode 5 – James Spiridon Challenger Limited
James describes how a guaranteed income stream can provide a regular payment for life or a fixed term, regardless of market fluctuations or interest rates. It can be a valuable component of a client’s retirement portfolio, as it can help them to:
• Reduce the risk of outliving their savings
• Protect their income from inflation and market volatility
• Enhance their lifestyle and spending confidence
• Leave a legacy for their beneficiaries
In this video, James explains how a guaranteed income stream works, what are the benefits and drawbacks, and how to incorporate it into a client’s retirement plan.
As you know, we are always looking for ways to help you make informed decisions and achieve your goals. That’s why we have been talking to some of the best fund managers and product providers in the industry and recording their insights for you.
These short videos, each lasting only 2 to 3 minutes, will give you a glimpse of the different options and strategies that are available in the market. You will also learn how these fund managers and product providers can help you diversify your portfolio, manage your risk, and optimize your returns.
You can watch Episode 5 – James Spiridon Challenger Limited here.
You can also watch all the videos on our YouTube channel Fund Manager Friday.
I hope you find them useful and interesting. Please feel free to contact me if you have any questions or feedback.