podplan blog

The Longevity Hub: Insights for Life & Business

Longevity is reshaping families, communities, and industries. At Podplan, we share practical guidance for older adults and their families, alongside strategies for financial advisers who want to grow by supporting clients through later life transitions.
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Adviser-Advantage
10
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From Financial Planner to Family Adviser: Why the Future of Wealth Management Demands a Holistic Approach

The future of wealth management isn’t numbers - it’s people. As ageing clients and generational wealth transfer reshape the industry, advisers must evolve into family advisers: guiding life decisions, building multi-generational trust, and protecting legacies.
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Adviser-Advantage
5
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A Client’s Perspective on Podplan and Financial Advice

Discover how Podplan helps clients navigate complex care decisions, from a client’s perspective. Financial advice firms can add real value by offering free access, boosting trust, engagement, and long-term loyalty.
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