It takes a brave financial planning business to ask its client whether they’re thinking about severing the relationship. If a client has been thinking of doing that, then merely asking the question can be the catalyst to making it happen. But it’s a particularly stupid business that doesn’t ask the question. Often the first sign
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.
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