Clients are disengaged with the investment aspect of advice and are more interested in targeting lifestyle goals for retirement, according to a panel at the Advice Practitioner Summit. Any proliferation of product types to the market not only has little resonance – it can be off-putting.
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.
Retirement