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.