Milford: Free Exclusive Adviser Research Whitepaper available now

Hi voornaam,

Today’s environment is a complex and challenging one for financial advisers, with high inflation, rising interest rates and economic uncertainty adding extra layers of complexity to the relationship you share with your clients.

In this exclusive report, we help you navigate these challenges and provide tips and tools to help enhance your advice business. The report, developed in collaboration with leading financial advice platform Ensombl, uses a plethora of market data combined with the insights from six experienced and successful financial advisers – representing more than 700 clients.

We explore how clients are being prepared for this new turbulent market environment, and why advisers and clients alike are looking for the ‘safe hands on the wheel’ that effective active investment management can provide.

Whether you’re a veteran adviser or are just building your business, this report is designed to help you create a more sustainable advice business and improve the service you deliver to your clients.

Disclaimer: Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australia funds. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253) has prepared this advertisement as investment manager of the Milford Australia Funds. Please read the relevant fund’s Product Disclosure Statement at milfordasset.com.au. Past performance is not a reliable indicator of future performance. The Milford Investment Funds Target Market Determinations are available at milfordasset.com. The Target Market Determination is a document describing who a financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed. Nothing in this email should be considered financial advice. If you are in need of financial advice, you should speak with a Financial Adviser.