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_EastFollow Evan Here: LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/Instagram: https://www.instagram.com/evanlucas_/Website: https://evanlucas.com.au/Chapters00:00 The Evolution of Financial Advice03:00 Holistic Wealth Management06:01 Intergenerational Wealth Transfer08:59 The Role of Fixed Income in Wealth Planning12:13 The Bank of Mum and Dad14:46 Family Dynamics and Wealth18:07 Conversations About Money21:03 The Importance of Family Values24:01 Final Thoughts on Family Wealth Hosted on Acast. See acast.com/privacy for more information.

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