Intergenerational Financial Planning

Preparing for Your Children’s Financial Future

Most parents worry about providing for their kids’ future. The specific way in which you save for your kids’ future might vary, but the essential principle is the same: the best way to help your kids is simply to maximise your own wealth.

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Teaching Kids about Money

Australians’ median wealth is the highest in the world. So, a young Australian can look forward to having access to more material resources than their counterparts in every other country. If they can manage this money well, their life will be much easier.

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Helping Younger Generations

Many older clients want to provide financial assistance to their children and grandchildren. But what is the best way? While every person is different, the basic principle remains the same: the best way to provide financial support to younger generations is to help them maximise their own wealth. This article shows you one way to do just that.

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Parents as co-purchasers of property

Increasingly, parents are helping adult children buy property. This might be to assist younger person to get started in the market, or to help a person get back on their feet after something like a relationship ending. This article discusses one way in which parents and children might come own property.

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