The great intergenerational wealth transfer will reshape the wealth landscape, with more than $3.5 trillion expected to change hands over the next 20 years. Research by Fidelity shows that advisors are ideally placed to help Australians facilitate this process, but in order to do so it is crucial to understand how different generations think about money, and how they want to engage. In this video, 3 advisors share their frontline insights into the motivations, money mindsets, and engagement preferences of different generations, and how helping clients find their money purpose can be critical.

We would like to thank Fidelity for help us bring this project to life, and special thanks to our guests:

• Simon Glazier: Head of Wholesale Sales, Fidelity International
• Tanya Carlson: Director and Financial Adviser, Amplify Wealth Management
• Harry Flaskas: Practice Principal, Atlas Wealth Advisory
• Martin Jakovics: Director and Financial Adviser, Retire by Design

Download Fidelity’s latest research highlights strategies advisors can implement now into their practices in the Great Wealth Transfer.