Events for November 15, '23

Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients

Recent HSBC research shows that the vast majority (96%) of advisers feel taking an intergenerational approach is important. However, only just over a third (35%) have met the client’s children and only 30% have discussed the financial plans with them. moneyGPS is an Australian FinTech that has created digitally enabled, fully client-led personal advice capability, i.e.