Women are expected to inherit around 65 per cent of the intergenerational wealth transfer and already influence the majority of household charitable decisions. Opening a conversation through the lens of “purpose” can deepen the relationship, turning a manager of money into a trusted family adviser.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Leave a Comment
You must be logged in to post a comment.