2017 Connected Investor Report

Questions? Call us at 1800 667 638 (AU), 0800 450 064 (NZ).


Take a look inside the minds of today’s investors.

We asked more than 2,000 investors about modern financial planning and today’s client-advisor relationships. Their responses may surprise you.

Download this report to find out how many investors:

  • Prefer artificial intelligence over human interactions
  • Left an advisor because the location was inconvenient
  • Are saving for a vacation vs. saving for retirement

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