START THE CONVERSATION WITHTHE NEXT GENERATION

Make Wealthcorp your first choice for Intergenerational Planning.

Your family is at the heart of everything you do. They’re the reason you’ve worked hard, sought advice and accumulated wealth. When you think of improving the future, you’re thinking of them.

And that’s why we’ve developed our expertise in Whole Family Financial Planning.

Your children and grandchildren haven’t had the life experience yet to gain the wisdom in financial affairs that you have. And now it’s time to prepare them for the future.

WHAT IS WHOLE FAMILYFINANCIAL PLANNING?

It’s the holistic approach to planning finances that takes care of your family.

Intergenerational Planning includes making plans to secure the future for your children, and their children along with your parents and yourselves. And it’s a big part of why people choose us.

You have the insight to see what your children need, often before they do. And with your own Financial Planning well underway, it’s time to lead the way so they can benefit from the same advice you’ve come to count on.

HOW CAN WE HELPYOUR FAMILY?

You’ve worked hard to accumulate wealth and provide for your children, but there’s nothing to say they have an appreciation of how to work with the assets that will eventually be theirs. Help them to enjoy the legacy you leave without the headache of large tax bills, misunderstandings and messy handovers.

We offer you the opportunity to start the conversation with the next generation in a Whole Family Financial Planning session. This allows you to share your wisdom, transfer your knowledge and educate the next generation about the strategies you’ve used so successfully to build the family’s wealth.

AGED CAREPROFESSIONALS

Family life is changing, parents find themselves supporting their children for longer and equally, children are raising a family while caring for their aging parents. The ‘sandwich generation’ feel the financial pressure at both ends of the spectrum, and it’s here that our specialist knowledge can really help. Ask us how we can ease the pressure for your family.