More than 80 per cent of high net worth individuals say they intend to leave a legacy, but only one in five have a plan to do so, according to new research from Generation Life. Heath Hebenton of Finextra Wealth says it is incumbent on planners to ensure clients are prepared and can meet their estate planning and charitable goals.
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.
Advice