Total Asset Planning
Financial planning for the affluent over 50s is changing. Managing the
cashflows from super, savings and the family-home means new opportunities to
maximise wealth for clients and planners.
But only nimble and adaptable planning businesses will be able to provide
this comprehensive service and offer this crucial point of differentiation.
Conference Topics
- Mining new business opportunities
- New super rules = new revenue opportunities
- The richest asset - unlocking family-home equity
- Capturing the home in a robust portfolio
- Leveraging your footprint – even when it’s
small
- Building a business you can sell
- Accessing the equity-release revenue opportunities
- Selling the new deal to clients
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