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About the
2024 summit

At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change in wealth management.

Attendees gained a profound understanding of the economic dynamics shaping the wealth management landscape, gaining a unique opportunity to explore the forces driving change in both domestic and global financial markets.

Attendees discovered how to drive better outcomes with channels that empower. The event focused on strategies that resonate with investment advisers, financial planners, professional investors, private wealth advisers, HNWIs, family offices, and the broader wealth management industry.

Our carefully curated agenda featured weighted panels and astute keynote speakers, ensuring a day of unrivalled economic and fiscal learning.

Join us in 2025! Register your interest today and be among the first to know when tickets go on sale.

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Australian Wealth Management Summit 2025

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Stay ahead of the curve by gaining insights into the latest economic trends and investment strategies to better serve your clients.
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Explore opportunities and challenges in the financial services industry, equipping yourself with the knowledge to navigate complex markets.
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Understand how economic shifts impact family wealth and discover strategies for optimising investment portfolios.
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Whether you’re a seasoned professional or new to the industry, our summit offers valuable perspectives on current and future trends in wealth management.

Who should attend?

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Investment advisers

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Financial planners

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Professional and HNWIs

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Family offices

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All wealth management professionals