Emajin Golf: Beyond the 19th

#42 Dan Corbett - Knowing your Tolerance


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In this week's episode of the Emajin Golf podcast Beyond the 19th, we chat with Dan Corbett, Founder and Owner and Principal advisor of Superannuation Caddie, who shares insights on cycling, golf, family, and more.

As a devoted family man, he believes, "The only people you want stronger than you are your children". His modest upbringing shaped his career choices and his approach to financial stability. 

Exploring career considerations, Dan initially studied nursing and moved into sports science, but his love of numbers led him to a career in finance.

Dan entered the finance sector in the late nineties when the bond crash affected many retirees' superannuation. This influenced Dan to ensure he would be committed to devising the best ways to safeguard balances. After successfully working in some challenging environments, Dan started Superannuation Caddie a decade ago to provide finance advice.

The concept of the caddie is to understand the landscape and to know your abilities - this is Dan's philosophy in the caring execution of his client management, and he shared the following key learnings:

  1. Everyone must be prepared for volatilities within the market, but knowing a client's tolerance will shape the portfolio that best suits
  2. Superannuation investments are diverse - the key is to review the current state and shop around for the products that clients can understand and align with, requiring the need to put some products back on the shelf and choosing others that, over time, will enable the retirement goals to be achieved
  3. Pay attention to US politics is essential, as the president's policies can significantly influence the markets 

It is a very interesting listen as we learned Dan, a writer for the Australian Golf Digest, is also a passionate sportsman, having competed in triathlons and taking cycling to an extreme level. 

Dan's parting advice: " If you need permission to play a round of golf, explain that you plan to discuss your retirement fund, and you will have ample support."

 

 

 

 

 

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Emajin Golf: Beyond the 19thBy Raj Narayan