Advice practices seeking to understand their clients’ needs is a great starting point as part of building their methodology for delivering retirement advice, Challenger head of technical services Andrew Lowe told the Professional Planner Licensee Summit. But he also warned quality retirement advice means going beyond just understanding client needs.
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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.
Retirement