Intergenerational wealth transfer

posted on November 18, 2019 by chrismason

Upon your passing, an intergenerational wealth transfer may occur; the transfer of your wealth to the next generation. In this animation, we illustrate important considerations regarding this event.

Launch Video

Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.

The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.

We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.

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Intergenerational wealth transfer

Retirement

Insurance

Finance

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