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A new generation of young advisers and fresh entrants offers a strong value proposition for practices wanting to capitalise on the intergenerational wealth transfer, where forming relationships with the next wave of clients and strengthening their financial literacy will be crucial.
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