Established Affluent masterclass series
Discover and understand the high net worth client
Expert advice strategies for HNW clients
In this Keynote roundtable webinar, Matt Heine chats to three experts with practical high-net-worth advice experience to help you understand and tailor your strategy for the Established Affluent segment. You will learn:
- Their wealth needs and defining characteristics
- Appropriate investment strategies and structuring advice
- Succession planning, intergenerational wealth transfer and engaging the next generation
- How to support philanthropic and community needs
- Learnings from real-world case studies.
Watch Matt Heine, Joint Managing Director of Netwealth, as he moderates this educational roundtable.
Roundtable experts:
Matt Heine
Joint Managing Director, Netwealth
Matt is the Joint Managing Director of Netwealth and, in conjunction with Michael Heine, is involved in all aspects of the business including the technology and product roadmap, strategy, distribution and marketing.
Catherine Robson
Founder, Affinity Private Advisors
Catherine has more than 20 years of experience in banking, finance, wealth management and growth stage businesses. Catherine is currently a Non-Executive Director of Equity Trustees (ASX:EQT) and customer owned Greater Bank and is the chair of the Risk Committee for both organisations.
Geoff Rae
Director, Family Office Group, ANZ Private, Victoria
Geoff joined ANZ Private in 2015, his banking career extends over 30 years, including 16 years with the Royal Bank of Scotland / ABN AMRO Investment banking Group in Australia.
Daniel Minihan
Director Head of Business and Private Client Advisory, SW Australia
Daniel, a Partner at SW Australia, has over 20 years of experience working with high and ultra high-net-worth families to advise on and effectively coordinate their personal, business and financial affairs.
Watch all sessions
Matt Heine, Joint Managing Director of Netwealth
Keynote: Expert advice strategies for high-net-worth clients
Watch Netwealth's Matt Heine in this Keynote roundtable as he chats to three experts with practical high-net-worth advice experience to help you understand and tailor your strategy for the Established Affluent segment.
Dean Holmes, Founder of The Wealth Network and TWN Partners
CPD Masterclass 1: Setting up your advice practice for HNW clients
Dean will take you through how to build a financial planning business which caters to the high-net-worth client and focuses on six pillars that drill down into this segment.
Eleece Quilliam, National Manager for Invesco Consulting
CPD Masterclass 2: Building strategic relationships for a pipeline of new, HNW clients
Based on a study of the behaviours of successful financial advisers, Eleece will provide you with a playbook to build your strategic partnerships for HNW referrals.
Meg Heffron, Managing Director of Heffron
CPD Masterclass 3: Super, SMSFs and technical strategies for HNW clients
Meg has a keen understanding of the super and SMSF needs of high-net-worth (HNW) individuals and will unpack key strategies for those clients with large super balances, nearing retirement.