Older clients require a specialised level of financial planning advice that clearly distinguishes them from other client groups, according to David Williams, founding director of My Longevity. “Especially when you deal with older people, you aren’t dealing with a class, but with an individual. If you’re using the average, then you’re not advising them correctly,”
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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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