The adviser’s guide to high-net-worth clients

The high-net-worth (HNW) investor segment presents a major opportunity for Australian financial advisers.

However, creating an advice proposition that meets the unique needs of the HNW investor requires a more nuanced approach to investment strategy and advice.

Covering digital engagement, intergenerational wealth transfer and more, this guide will provide advisers with a comprehensive overview of the HNW investor market and valuable insights from some of Australia’s most successful wealth professionals, working with these clients to build thriving practices.