To us intergenerational advice isn’t necessarily just about how best to pass on your wealth to the next generation.
Consider the scenario where as a pre or post retiree you have adult children who also have children of their own. If something unforseen or tragic occurs in their family and they have insufficient assets and/or personal insurance protection, in most cases the likely place they will turn to is mum and dad.
Helping ensure your adult children are on track financially and have adequate personal insurance protection in place enables you to have the confidence that you own assets and retirement plans are less likely to be at risk from such an event.
We are more than happy to meet with your children for an initial obligation free discussion at no cost, either on their own or with you, if they wish to have you involved in the process.
Intergenerational advice also incorporates Aged Care, where we often find ourselves assisting our pre and post retiree clients with elderly parents needing to plan for Aged Care decisions in the months and years to come.