Who could benefit from the Milliman Goals-Based Advice Platform?
The Milliman Goals-Based Advice Platform helps companies and people all over the world, including, but not limited to:
- Financial advice groups building their own customer engagement and advice systems
- Financial advice technology providers
- Robo-advisers looking to develop a next wave of automated advice offerings
- Product manufacturers; e.g. insurance companies and pension funds performing analysis to more deeply understand how their products' impact people's lives
Meet The Team
Craig McCulloch, FIAA, FFA
Craig leads Milliman’s Advice Technology Services business in Australia. Craig has been implementing and providing advice on goals-based advice frameworks, financial planning tools and complex financial models for the last decade. He has been providing consulting and actuarial advice to the financial services industry in Australia, the UK and Europe for 20 years, specialising in the modelling and management of complex asset liability risks.
Wade Matterson, FIAA
Wade is a principal and leads Milliman's Australian practice. Since joining the company in 2004, he has established a position as a global thought leader on retirement and risk management. He works with wealth managers, financial advisors and government entities to help them navigate the challenges of an aging population. With a deep understanding of technology and insights into human behavior, he has developed a number of innovative retirement planning solutions for clients around the world.
Connect with an expert to find out more.