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Ask an Adviser: The family money conversation you can't avoid - Dylan Pargiter-Green
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:
Debt recycling
Transition to Retirement
School fees
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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