Show Notes
This week, Rob Carson Founder of Canopy East joins us to explore the evolving landscape of financial advice in Australia, highlighting a shift toward a more holistic, family-centric approach. We discuss the growing importance of addressing intergenerational wealth transfer, understanding family dynamics, and encouraging open conversations about money.
We also jump into the regulatory challenges facing advisers, the role of fixed income in long-term planning, and the social stigma often tied to family financial support.
Follow Rob Here: LinkedIn: https://www.linkedin.com/in/robertjmcarson/ Website: https://www.canopyeast.com.au/ X: : https://x.com/Canopy_East
Follow Evan Here: LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/ Instagram: https://www.instagram.com/evanlucas_/ Website: https://evanlucas.com.au/
Chapters 00:00 The Evolution of Financial Advice 03:00 Holistic Wealth Management 06:01 Intergenerational Wealth Transfer 08:59 The Role of Fixed Income in Wealth Planning 12:13 The Bank of Mum and Dad 14:46 Family Dynamics and Wealth 18:07 Conversations About Money 21:03 The Importance of Family Values 24:01 Final Thoughts on Family Wealth Hosted on Acast. See acast.com/privacy for more information.
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