Since joining the firm, Wade has established a position as a global thought leader on the topics of retirement and risk management. Wade has worked with clients across the globe, including wealth managers, financial advice businesses, pension funds, asset managers and governments, as they navigate the challenges presented by an ageing population.

Wade’s work has traversed all facets of the retirement problem, from understanding the motivations and lifestyles of retirees to the assessment and development of investment strategies and product solutions designed to deliver improved retirement outcomes.

With the rise of financial technology, Wade has consulted with organisations and assisted them in the development of digital platforms to educate and inform clients. With a deep understanding of behavioural finance, technology, data and actuarial science, Wade has helped his clients navigate complex issues to deliver engaging and successful consumer solutions.

Through Wade’s leadership, Milliman’s Australian practice has been at the forefront of the retirement challenge and has developed a number of innovative solutions for clients domestically and abroad, including:

Retiree spending and behaviour

Milliman has pioneered the analysis of detailed spending and behavioural data for pre- and post-retirement segments, assisting clients understand retiree lifestyles and the factors that influence them. Milliman’s Retirement Expectations and Spending Profiles service combines banking details with property transaction records, as well as other demographic and behavioural analytics to understand and segment key parts of the market.

Financial advice analytics and goals based algorithms

Milliman’s goals-based advice analytical system has empowered clients through its state-of-the art algorithmic platform. Delivering personalised asset/liability analysis in real-time, the platform is used across a wide range of applications as the core analytical engine for financial planning and robo-advice systems to the delivery of internal analytics to inform product development strategies, as well as tailored marketing and communication programmes.

Product strategy, development and implementation

Wade and his team work with clients to combine a deep understanding of retiree behaviour with the assessment of financial strategies to identify product solutions and investment strategies that deliver better retirement outcomes. This work covers the full suite of investment, insurance and hybrid solutions sought by modern retirees.

Deferred lifetime annuities

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About the Author(s)

Wade Matterson

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We’re here to help

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Deferred lifetime annuities

About the Author(s)

Wade Matterson

We’re here to help