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
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