Teach your children to be stewards of family wealth by embedding financial competence and core family values.

“Generational wealth is not just about leaving money; it includes passing on financial wisdom and values.” Anon

By working with our clients for years, we know that part of your financial security is knowing that your children and grandchildren are on their way in their own financial journey. This is the legacy we are helping you to create.

It is common for you to want to pass on your wealth, either during your life, in part assisting in your children’s journey or once you pass. Our experience shows that the level of success of this transition hinges critically on the capabilities and decisions of the recipients.

With our service package clients, our goal is to provide you with assistance in preparing your beneficiaries to be strong custodians of your family wealth, continuing and enhancing your legacy.

We carry this out with our unique Nextgen service. This is designed as an affordable entry point to education coaching and advice designed around key lifestages. Your family receives the benefit of introducing us to your family at a point where this is relevant to them, ensuring a continuation of your family values in a framework of education, coaching and accountability.

This is a key component of providing you with piece of mind in planning your own future, making decisions for your own future, that the legacy you are creating will be in good hands.

How does it work?

There is an ungodly amount of information available to young people. Everything from “finfluencers”, “property spruikers” and older generations espousing “back in my day”. We help cut down the noise and information to what is relevant by a process of discovery and education. These will be lessons learned for life. It also gives your children and grandchildren access to quality, experienced, qualified financial advice at a low cost which allows them to commence an ongoing relationship for future needs.

We provide the instructions and they do the leg work. We have a concierge service which allows them to check in on their progress but they provide the data for the research and then they implement the changes we recommend. This generation is tech savvy and there is nothing like doing it yourself to get an understanding of what you have done.  If desired, we can conduct this for a fee but the idea is to reduce their costs and increase their access.

Fees and charges

These are designed to be an affordable entry point to Professional Advice. The advice and information will be relevant to where they are on their journey and as such we have designed relevant modules of advice (as per the diagram below).

1. You can choose to gift this experience to the recipient. What better gift than to ensure your children are building their financial literacy skills and acting on these?
2. We can offer a payment plan in certain circumstances. This can mean that the invoice can be paid over a 6-month period. We are willing to finance this and there are no interest charges or fees applicable if they select this option.
3. Remember some of these fees may be tax deductible and we can help you identify what portions are.
4. Optional ongoing service- in a lot of cases, there is limited benefit for this cohort to pay for ongoing services, however in some circumstances this may be relevant and we will help identify these cases.

Don’t leave your family’s future and your own legacy to chance. Building it with intent may be the greatest decision you make for your family tree.

“Financial Peace is about more than just you, and it’s about more than just money. The decisions you make have the power to impact the generations that come after you.”