Only six per cent of clients have their children use the same adviser as their parents – almost half would rather do it themselves – according to Clime Investment Management. The firm’s chief client officer James Trude believes there are valuable lessons from advisers with high-net-worth clients on how to approach intergenerational clients and getting money to ‘stick’.
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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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