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Chris and Elsa* who are starting a family reached out to the Everest Wealth team to discuss how they could best use an inheritance towards their financial goals of buying a home, taking an annual holiday and investing in their child's future. Advisers Alex Luck & Scott Taylor share the process Chris and Elsa took with the team and some of the advice recommendations.


*Names have been changed for anonymity


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SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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