A financial planning business with a retired and ageing client base is not necessarily a declining business – as long as it recognises that there is long term value in the business that can be turned into real growth.

A panel of speakers, including AdviserVoice CEO Susie Newham, will discuss estate planning, aged care and the management of intergenerational wealth and retain funds under advice.

Panelists will address
How do I seek Financial Advice when considering my family’s financial future? Who are the advisers? Who manages the relationships? How many generations are affected?

Are these concerns of your clients and how are you addressing them?

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