Generational Planning

We on the cusp of one of the greatest transfers of wealth in history as the baby boomers (born between 1946 – 1964) begin to pass on wealth to their children.

The process of family succession planning presents many crucial challenges. Our financial planners will assist define a clear strategy that will ensure that this is achieved in the best financial manner.

If you have further questions, please give us a call or use the enquiry box to send us an email.

ASCK Pty Ltd atf the AMEGAFS Unit trust ABN 56428123816 trading as AMEGA Financial Solutions is a Corporate Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327. Australian Financial Services Licence 232706 and Australian Credit Licence 232706. General advice warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

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