Big losses from financial markets underline the value of philanthropic knowledge to broadening planners’ advice offerings, writes Simon Mumme. Conversations about investment losses can only last so long. Many planners are understandably searching for a different discussion, and philanthropy is one that can extend client relationships beyond the realm of expected – and unexpected –
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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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