In Australia, over the next 30 years about $5 trillion will be passed from generation-to-generation. And we're not prepared for it.
In today's episode we sit down with Dylan Pargiter-Green, financial adviser and partner at Bold Wealth, to understand how we can better navigate these inheritance conversations.
Download Dylan's case studies:
Interested in speaking to Dylan or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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