The emerging affluent and the advice opportunity

• The emerging HNW investor segment - those with investable assets of $1m-$2m+ excluding super, home net of debt - has grown rapidly.
• Over 100,000 Australians became newly minted millionaires in 2021.
• We will look at who they are, how they invest and their views on advice, with the latest research insights on how advisers can cater to this unique investor segment's unmet advice needs, including intergenerational wealth transfer, ESG and total wealth reporting.