Consolidating tax savings and diversifying their portfolio have put two baby-boomers back on track to achieve ambitious retirement targets. Mark story explains how they did it. With their faith in financial advice shattered after a former planner unexpectedly went bust, it took a friend’s referral many years later for Brisbane-based butchers, Madge (58) and Frank Oliver
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.
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