Wealth Adviser Debt vs Equity Summit

Wealth Adviser Debt vs Equity Summit, | 03/08/2023

Financial Planning


Wealth Adviser Debt vs Equity Summit

The Wealth Adviser Debt Versus Equity Summit 2023 held last 18 July 2023 brought together a panel of experts from the financial advisory and financial planning industry markets to discuss the latest trends and opportunities.

The Summit was hosted by Keith Cullen, Managing Director of WT Financial Group Limited, and our Group’s Managing Director, Michael Williams, was invited as part of the expert panel to explain The Hopkins Group’s successful growth model through strategic equity swap and merger.

Michael explained that equity, unless debt, foster a relationship that is deeply invested by both parties, and thus creating a context where all parties involved has the interest of the Group at the forefront, and not just personal gain.

To watch the full Summit online:

If you are a financial advisor looking to expand or grow, our THG Financial Adviser Partnership Program might be something worth you while to consider.

By partnering with us, you and your clients will have access to the group’s end-to-end, holistic service suite across financial planning, estate planning, property sales, property management, property advocacy, tax & accounting (business & personal) and mortgage & finance.

For more information about our partnership program, please visit: https://thehopkinsgroup.com.au/l/financial-advisor-partnership-program/ or click https://thehopkinsgroup.com.au/app/uploads/2022/12/Financial-Advisory-Partnership-Program_One-Pager-1.pdf for the program fact sheet.

Alternatively, you can book in a confidential, obligation-free appointment via the link below:


Related Posts

Financial Planning Podcasts

Northcape Capital – Peiting Liang

Financial Planning Podcasts

India Avenue – Mugunthan Siva

Financial Planning Podcast

THG MDA Update September 2023