The number of high net worth and ultra HNW individuals is tipped to continue grow significantly over the next five years, meaning they will continue to be an attractive opportunity for advice practices. However, advisers note the unique needs required to serve these clients.
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