It goes without saying that 2020 was the year of economic turmoil. We have all had to adapt to this changing world and we have noticed that many individuals are facing questions and challenges around how best to navigate their future. Mercer Private Wealth have taken this time to look into client behaviours amidst the pandemic and we would like to share with you our learnings as well as highlight some key themes that have emerged in the financial landscape
During this session, we will discuss the following:
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How individual client behaviours have changed since COVID-19 began
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Relevant financial planning hot topics including:
- Gifting is the new Generation Game
- Protecting your wealth from the cost of COVID-19
- Best ideas for bonus season
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Key planning points and case studies linked to the above
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Budget update related to personal finances
