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Investment markets, wealth transfer and wellbeing in retirement 

From changing market conditions to intergenerational wealth and wellbeing in retirement, the 2026 Mercer Financial Advice Client Forum explored some of the key considerations shaping clients’ financial futures.

Held as part of our 2026 Client Forum series, the session brought together our specialists to share perspectives on managing your investments, supporting the next generation and preparing for a fulfilling retirement.

The discussion covered three key areas: 

  • Markets and investments – insights into current market conditions, portfolio construction and some of the key themes shaping the global investment outlook. You will explore how diversification and a blend of growth and defensive assets can help manage investment risk.
  • Intergenerational wealth – considerations for supporting loved ones during your lifetime while planning for your own retirement needs. You will understand why the timing of wealth transfer, potential tax implications and family conversations matter.
  • Thriving in retirement – the role of social, emotional and physical wellbeing in supporting a healthy and fulfilling retirement. You will discover ways to build purpose, maintain connections and make movement part of everyday life.

Watch the recording to hear from our specialists and explore the key insights discussed at the 2026 Mercer Financial Advice Client Forum.

If this session raises questions about your investments, retirement plans or supporting the next generation, our financial advice team can help you explore what these considerations mean for your circumstances. Contact us using the form below.
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      Achieve your financial goals

      Take control of your financial situation, speak to one of our financial advisers who can use their expertise to guide you to financial freedom.

      Whilst we offer advice across a range of financial areas, comprehensive financial advice is a tailored approach. This means that most of our client are:

      • People looking to retire.
      • Retirees looking to maximise their retirement savings.
      • People who may have recently been made redundant or received an inheritance.
      • High income earners, or
      • People with lump sums or savings to invest.

      Mercer Super Members

      If you are a member of Mercer Super please visit mercersuper.com.au/financial-advice/ to understand all of your advice options as there may be more advice options available to you. Or, contact the Helpline directly on 1800 682 525 between 8.00am – 7.00pm, Monday to Friday (AEST/AEDT). If you’re calling outside of Australia, please call +61 3 8306 0900.

       

       

      Important Information

      This communication has been issued by Mercer Financial Advice (Australia) Pty Ltd (MFA) ABN 76 153 168 293 AFSL 411766, a Marsh business.  Mercer Financial Advisers are authorised representatives of MFA.  This information does not take into account your objectives, financial situation or needs. Prior to acting on any of this information, we recommend you obtain financial advice that is relevant to your financial circumstances.  View our  Financial Services Guide.

      The content of this article is based on information received in good faith from sources we believe to be reliable and accurate. Any reference to legislation or government policy reflects our understanding of it. We recommend you obtain financial, tax or legal advice that is relevant to your circumstances. No warranty as to the accuracy or completeness of this information is given and no responsibility is accepted by MFA or any of its related entities for any loss or damage arising from reliance on the information.

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