Collectively valued at just under $3 trillion in assets, high-net-worth investors represent one of the most lucrative client markets for advisers, but according to research from Investment Trends and Praemium, just over a quarter don’t have the confidence in adviser expertise.
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