How to build and implement goals based financial strategies to last a lifetime


At Morningstar, we designed a goals based investment approach for financial advisers that ensures all investment decisions made to implement your goals based advice are determined by your clients' goals and cash flow needs across all life stages.

You’ll walk away from this session confident that despite your clients requiring different financial strategies in pre and post retirement, aligning a goals based advice and investment framework maximises the probability of your clients achieving their goals, needs and aspirations.

You will also discover how a goals based investment approach that is centred on behavioural science and designed to help real people persevere in the face of market uncertainty, can be implemented through all life stages and better keep your clients on track to meet their goals in pre and post retirement.

Matt Wacher, Chief Investment Officer, Asia Pacific | Morningstar
Master of Business Administration (Executive) (AGSM)
Chartered Alternatives Investment Association (CAIA) Charterholder

  • 12:00 pm - 1:00 pm