In this episode our CEO Vincent O'Neill is speaking with Private Wealth Adviser Kirsten Lynn about helping your adult children, transferring your wealth, planning for ageing and family transition.
We cover:
- Helping your children – How do you balance your retirement needs with your hopes for helping with a property purchase or school fees?
- Passing on your wealth – What are the big picture questions to consider before you make a will? Should you pass on wealth earlier?
- Planning for ageing – What appointments do you need to make?
- Family transition – What do blended families need to think about in transferring wealth? Are first relationship families that different?
