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NEXT GEN ADVICE: Future-proofing your business 2030

NEXT GEN ADVICE: Future-proofing your business 2030

Published: April 4, 2025

This white paper expands on insights shared by David Greenslade (Founder and Executive Director of Strategi Group) at the Financial Advice New Zealand Conference in April 2025.


The financial advice industry is evolving rapidly, and the firms that thrive in 2030 will look very different from those operating today. This paper explores what a “Next Gen” advice business will look like and provides practical steps to help you future-proof your firm.

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