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Home > XY Adviser > Investment Podcast #37 - Solving Client Longevity
Podcast: XY Adviser
Episode:

Investment Podcast #37 - Solving Client Longevity
Category: Business
Duration: 00:51:10
Publish Date: 2026-04-19 12:00:00
Description:

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041623-54090001
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care & Practice
0.25 Technical Competence

As longevity increases and retirement decisions grow more complex, host Amie Baker is joined by Ben Hillier (AMP North) and Liz Haile (Haile Financial) to explore new approaches to structuring income in retirement. They unpack the IRIS framework as a flexible alternative to traditional pensions and annuities - designed to improve spending confidence, optimise Centrelink outcomes, and support lifetime income without sacrificing investment flexibility. With practical strategies spanning accumulation through to retirement, this episode highlights how advisers can better balance adequacy, longevity, and client outcomes in a changing retirement landscape.

Liz Haile LinkedIn: https://www.linkedin.com/in/liz-haile-490a6941/
Haile Financial Website: https://www.hailefinancial.com.au/
Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/
Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/

Grow with North. https://ensombl.com/go/20260420-2/

General Disclaimer – https://www.ensombl.com/disclaimer/
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