Insights and strategies to equip you for the intergenerational wealth transfer
The intergenerational wealth transfer is underway in Australia presenting an immense opportunity for advisers to bring quality advice to a whole new generation, whilst securing the legacy of their current client base. Understanding the nuances between the beneficiaries and the benefactors and how to deliver a service that supports both is critical to building trust with the current generation and retaining the next.
Download our eBook 'Wealth across generations'
We delve into the latest research on the intergenerational wealth transfer to provide you with a comprehensive overview of the current state of the market including;
- The latest statistics on the wealth transfer in Australia and the size of the opportunity
- Investors' estate and inheritance planning advice requirements
- Practical strategies for engaging the next generation
- How to tailor your approach across Baby Boomers, Gen X, Millennials & Gen Z
- Ways to overcome common wealth transfer hurdles
- Strategies to future-proof your practice.
