Supporting personalised advice and client solutions.

Our aim is to protect the health and financial wellbeing of people everywhere, providing innovative solutions that are focused upon helping clients achieve their financial goals.

Products and services outlined on this site are available exclusively to wholesale investors and financial advisers, in the Australian market.

We believe in better outcomes for all Australians.

Whether you are a financial adviser looking at increasing client engagement through personalised experiences, or a business that is focused upon helping their customers achieve their investment goals, Milliman offers you a solution.
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Resources

News, insights and resources

View the SmartShield video

Learn how Milliman can help you become the architect of your client's financial dreams. 

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STRENGTHEN CLIENT CONVERSATIONS

Demonstrating SmartShield to your clients

We have designed a complementary digital tool, to help you have better, more personalised client conversations, when discussing the suitability of SmartShield with your clients.

Simple to use, the tool is powered by Milliman’s financial modelling platform, running thousands of simulations to present you with robust scenarios, for each SmartShield Managed Account portfolio.

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For your free personal account, please register here
Watch the short demonstration video
Article

Why small fees make a big difference in a low-return environment

The impact of small investment fees is about to get a lot bigger.
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Video

The Milliman Goals-Based Advice Platform

A sophisticated new tool to power the next generation of financial advice software. 
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Case study

Engaging customers using their goals: A roadmap

The financial industry needs to move closer to the motivations of customers and away from the things the industry historically focusses almost exclusively on.
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Case Study

Milliman Goals Based Advice Platform: self-service advice application

Digital guidance will play an ever increasing strategic role in connecting financial providers, with consumers.
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Article

Investing just got harder for your clients: here are the five reasons why

Returns from term deposits and annuities have all but halved in a matter of months. What does it mean for investors and how can they navigate their way through this new low-rate landscape?
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Article

Sequencing risk: why investors need to be extra careful

Market downturns are a risk faced by all investors, but unfortunately for many older investors, they're exposed more than most.
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Video

Better client conversations in challenging markets

Helping you have better client conversations when markets become challenging.
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Video

Giving your retiree clients peace of mind

Giving you a unique approach to delivering comfort and peace of mind for your retiree clients.

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Video

Simple ways to discuss risk

Provide your clients with the confidence to invest for growth while maintaining a solid foundation.
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Video

A robust approach to portfolio construction

A robust, simple, flexible and human approach to portfolio construction, explained.
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SmartShield wins award for Managed Account Innovation

We are delighted to have won the Innovation category at the 2020 IMAP Managed Account Awards.

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Contact us

We’re here to help you break through complex challenges and achieve next-level success.

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