The impending intergenerational wealth transfer is considered an “existential threat” for advisers around the globe, according to the Natixis 2024 Global Survey of Financial Professionals. Advisers are focused on keeping client heirs on the books and bringing in new clients to continue growing their business.
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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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