Advisers are typically more confident than their clients that they are on-track to meet their goals and objectives, according to research from Effortless Engagement. Their report suggests three simple actions that practices can implement to bridge this gap, which are being prevented by systemic shortcomings in the advice process.
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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.
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