
Earn tomorrow's clients
Tomorrow's clients
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01
Retiring investors
Unsurprisingly, most wealth in Australia lies in the hands of baby boomers who are approaching or in retirement. However, in the coming years boomer wealth is expected to grow more slowly than succeeding generations.
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02
Emerging investors
Australians over 60 are expected to transfer over $3.5 trillion to younger generations by 2034.1 By 2030, the global income of Gen Zs is projected to be US$36 trillion.2
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03
Diverse communities
Women, the LGBTIQ+ community and racially diverse communities have historically been underrepresented in the wealth management industry but now hold growing pockets of investable assets.
Engage retiring investors

Engage emerging investors
Emerging investors – consisting largely of Millennials and Gen Zs – have different needs and values than that of today’s average client. Whether it’s views about investing, personal outlooks or retirement, advisers should start with understanding the unique needs of emerging investors to enable innovative delivery of solutions and advice to better accommodate for this segment.
Source: NAB, 11 November 2024
Engage diverse communities
Source: JBWere, The Growth of Women and Wealth, March 2024. LGBT+ Global Pride Survey 2024. Australian Bureau of Statistics, June 2024.
Women are wielding more power

More of tomorrow’s clients will identify as LGBTQ+

Appreciate the racial diversity of tomorrow’s clients
