Your Legacy & Your Values

Wealth will eventually transfer to the next generation and timing really matters.
Early on, it’s important they learn respect for money through working, saving and real-life experience.
But at some point, there needs to be open communication about how wealth was actually built.
Most long-term wealth, locally and globally, has come from owning businesses and then reinvesting into other businesses.
When the next generation understands that, they’re less likely to panic or walk away.
They’re more comfortable staying invested in the same asset classes that built wealth in the first place, and confident investing into the future.

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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.