Millennial and Gen Z consumers want to get financial advice from sources they trust, but that doesn’t automatically mean they’ll defer to a professional. With two thirds of funds under advice at risk of leaving practices in the intergenerational wealth transfer, advisers who step up now will build life-long relationships.
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.
On Practice