Clients are demanding more of their advisers than ever before.

Many have become accustomed to robust investment returns even as we remain mired in a low-inflation, low-growth world. Meanwhile, household debt levels have soared as interest rates have been slashed, creating new risks.

These clients need far more than an investment product, such as an insurance policy, super fund, model portfolio or allocated pension. They need holistic advice which takes into account their entire life circumstances and puts them on the path to meeting their goals.

 

 

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