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Intergenerational Financial Advice

You are most likely here because you would like to sustain and pass wealth from one generation or more to the next over time, to maintain the long term financial security of your family.

Whether this be through passing down assets to your children or connecting them early to financial advice and education that can deliver more equitable outcomes early in life, you are in the right place.

Ask Yourself

  • Are you looking for a solution to help your children or grandchildren financially?
  • Are you concerned about the implications of passing wealth onto future generations?
  • Does your potential transfer of wealth have a short, medium and long term strategy?
  • Are all family members on the same page and have your plans been communicated?
  • Are your estate planning arrangements risk and tax effective for future generations and your goals and preferences?
  • Are future generations prepared to take responsibilty for the wealth that they will eventually receive? 
  • Are your financial arrangements appropriately structured to suit your intergenerational wealth plan?

 

 

Who Our Intergenerational Advice Is For?

Our Services

Investment & Superannuation Advice
Business Succession
Family Financial Planning
Risk Management
Estate Planning
Tax & Structure

What Intergenerational Advice Looks Like?

Stacy

Stacy came to Advise Wise as a recently widowed woman looking to establish her will to pass to her four grand children. 

After a consultation with the team she explained she really wanted to help give the grand kids a leg up in life having already supported her own children. 

As such the team helped Stacy establish her will and appoint an enduring guardian. 

In addiiton to this the team was able to use financial structures to create a pool of wealth unavailable to the grand children until they had reached the mature age of 25 where they would likely spend the money more wisely as per Stacy’s wishes. 

The team was further able to create a balanced investment portfolio for this pool of cash so it could increase in value as the children aged and connect them with the approperate financial advice when they came of age. 

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*Stacy and her experience is entirely fictional with the sole purpose of showcasing what tailored advice could look like in unique circumstances without disclosing personal client information. This information is in no ways financial advice and should not be acted upon. 

Our Success Stories

“We have worked hard to earn our money and we expect our financial planner to be across where we are now, where we want to go, what is the most intelligent thing for our money and how we can minimise risk. Advise Wise take their role very seriously. They come up with ideas that we hadn’t considered. We have a much clearer view of our financial future. When we were invited by a friend to co-invest in a project, they was able to work with us to objectively assess the merit of the investment and help us make a decision.”

“We had a number of financial planners before Advise Wise and some bad experiences. They came highly recommended by our accountant and I just wish we had met them earlier. They are careful and understand what we need to do. They are so thorough. They always gets back to us and do what they say they will do. We feel that if something happened to one of us, they would be a great support to the other one.”

“I came to Advise Wise because I had no idea how to set myself up for a secure future. I had a good income but poor money habits and no idea what I should be doing. I didn’t want to be in the same position as my family. Advise Wise has set me up in a great way and shown me the things I needed to do. I am in very good hands.”

“We rate Advise Wise highly because they are very professional, highly educated and across so much financial stuff. Not only do they look after us, when my mum needed to go into aged care, they were able to provide us with really valuable advice in this area as well.”

“The approach of Advise Wise to our financial situation has been thorough and professional. They have brought our whole financial situation into order so that we have a good sense of where we are at. They have been able to simplify things, cut to the chase and point out what was working and what was not and saved us a fortune in fees. We are in a much better state. We know we are putting money in the right places. We know where we stand now. We have a clearer idea of where we will stand.”

“Advise Wise have really educated me about money and I am now in a much better position than I could ever have been on my own.”

“Advise Wise has given us options. My accountant recommended I speak to them because they specialise in advice to women.”

“After my divorce, I wasn’t sure of the best use of my money. Advise Wise have given me great advice in getting ahead, not to panic, and how I need to take the best care of myself and my family.”

“I can always ring Advise Wise. I can ask them any question. They are right across my whole financial situation and make me feel more confident.”

“When I got divorced, I was suddenly alone. Advise Wise have been a great support. They play a really important role for me. They check in on me. They have my best interests at heart. I can ring them when I get confusing paperwork.”

“When I suddenly became widowed, Advise Wise was there for me. They have been a great help to me in my new situation. I feel that I can talk to them. No question is too silly and they help me with my concerns and worries. I can’t do it on my own. They know how I don’t want to take too much risk. They explain things to me in a way that I understand and are always willing to listen to me. I feel much more comfortable knowing that Advise Wise are there to help me.”

Our Financial Advisers

Meet The Team

We have an award winning team of financial advisers ready to help you meet your financial goals with specialist for all scenarios. 
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What Are You Waiting For?

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