Value for money reigns supreme for advisers, and moving clients out of underperforming high-cost products isn’t just a phenomenon in Australia, the latest Professional Planner Shape of Advice podcast heard. But aiming for a simple, low-cost portfolio still requires a rigorous governance process.
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.
Investment