Intergenerational Planning

Intergenerational conversations can be very complicated. Get it wrong and your legacy can be one of heartache, headache and wasted opportunity. Get it right and you’ll be make it as easy as possible for those you leave behind, and you’ll optimise the benefits they receive.

It makes sense to seek advice and assistance from an experienced Financial adviser.  We have your goals firmly and clearly in mind and are well equipped to help you achieve them.  It can take into account Wills, trusts, superannuation, life insurance, tax implications, business succession planning, social security repercussions, provisions for family and gifts to charity.

contact us

While you’re still of sound mind

A second chance at happiness

CONTACT

PO Box 1218

Kingscliff NSW 2487

paul.cluff@moneysmithgroup.com.au

M 0433 149 788

P 1300 788 552

AUTHORISED REPRESENTATIVE

Paul Cluff and PCFC Group Pty Ltd, ACN 615 084 243, ATF The PCFC Group Trust ABN 56 993 890 932 trading as MoneySmith Financial.

FSG
Privacy Policy

AUTHORISED REPRESENTATIVE

Paul Cluff Credit Representative Number 383304 and Skyeblu Pty Ltd, ACN 108 370 341, trading as Moneysmith Australia.

Credit Guide and Privacy Statement

Privacy Policy

GENERAL ADVICE WARNING

Please be aware that any advice that may have been given or implied is general advice only. We have not taken into consideration your individual needs, objectives or financial requirements. Before deciding to purchase a financial product, you should consider the appropriate Product Disclosure Statement to ensure the product is suitable for your needs.