Family Advice Overview

Through out the financial planning process that we consider a partnership, we will work together to build and grow your assets and lifestyle. It is only natural that we want to educate our children about how to build their own finances, and sometimes, how to manage the assets you have build when they are passed on. Services for intergenerational planning are becoming increasingly important to help the younger generations and to preserve the wealth that has been built.

We provide advice on:

  • Setting up a child’s long term savings plan (superannuation) and an investment plan.
  • Advising on how to transfer assets from parents to children without large tax or other consequences
  • Guidance on structuring of assets to ensure effective long term investment and taxation benefits.