Linkage Projects - Grant ID: LP190100574

Funding Activity

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Funded Activity Summary

Designing a Holistic Model of Advice to Improve Retirement Planning. We aim to improve retirement planning through the design and application of a new model integrating financial advice with career and health planning to optimise financial and psychological outcomes. We will test a multidisciplinary, holistic model of advice combining specialist knowledge in careers, health, and finances. Expected outcomes of the project include evaluating the use of a broader range of experts during retirement planning and developing a model for the future training and development of financial advisers.By optimising the timing of workplace exit, we aim to decrease reliance on pensions and encourage earlier and on-going engagement in the retirement planning process. This will provide significant social and economic benefits.

Funded Activity Details

Start Date: 07-2020

End Date: 10-2023

Funding Scheme: Linkage Projects

Funding Amount: $325,258.00

Funder: Australian Research Council