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New investors reaping rewards while baby boomers are worried about the future

New investors reaping rewards while baby boomers are worried about the future according to the Lifeplan ICFS Financial Advice Satisfaction index.

The bi-annual Lifeplan ICFS Financial Advice Satisfaction index has revealed that while wealthier investors aged over 60 are worried about the future of their investments, new investors are engaging more with financial advisers and benefitting from the recent positive results from the capital markets.

Matt Walsh, General Manager of Life and Super at Australian Unity Wealth said that these findings foreshadowed the need for advisers to remain vigilant in communicating with investors with varying needs and expectations while ensuring their varied concerns are addressed.

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