Advising mature clients

David Maida | financialalert | 12 September 2013


As people get older and live longer, mature clients - those aged 55 and over - are starting to make up a larger part of an adviser's client base, and they bring a lot more issues than just their finances. We spoke to some advisers whose client bases are mostly comprised of mature clients to find out what needs this particular clientele has and the skills advisers need to service them.

Richard Paynter, AFA, with Milestone Canterbury has a client base consisting of around 60% who a...

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