$3.5 to $5 trillion is set to change hands in Australia by 2034.
For advisers, this is a once-in-a-generation client acquisition opportunity.
In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future.
She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain times
In this episode:
00:00:00 The $5 Trillion Wealth Shift
00:02:57 Scaling A $600 Million Book
00:05:25 Closing The Gender Wealth Gap
00:07:58 Capturing The Next Generation
00:12:01 AI Versus Human Advice Edge
00:15:40 Investing Through Market Chaos
00:20:12 What Clients Need Most Now
This episode was recorded 23rd March 2026
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Practice Management (0.50 hour)
Legislated CPD Area: Client Care & Practice (0.50 hour)
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