Markets are shaky. Clients are nervous. Advisers are under pressure.

Over the past week, we’ve spoken with advisers across the country — and one message keeps coming up:

🔸 Clients are anxious about their super balances

🔸 They’re questioning fees

🔸 And they’re looking for more than just investment advice

As Sam Mackay of Mackay Private said on the ABC this morning:

“The first thing is just don't panic... what can easily happen is you make emotional decisions — and emotion and investing don't really work well together.”

💡 That’s why now is the time to bring estate planning into the conversation.

Why estate planning matters when markets turn:

✅ It’s relevant — clients want security, simplicity, and control

✅ It’s personal — these are legacy conversations, not just financial ones

✅ It’s value-driven — AI can rebalance portfolios, but it can’t build trust

✅ It’s scalable — estate planning doesn’t have to be time-consuming

Estate planning helps advisers stay trusted, proactive, and future-focused — even when the markets aren't.

If you're looking to add value beyond the portfolio, let’s talk.