Why investing in your child’s name can be a bad idea

posted on September 14, 2023 by chrismason

If you’re looking to invest for your child, you should know there can be major drawbacks to doing so in their name.

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.

Enquire Now

Why investing in your child’s name can be a bad idea

Retirement

Insurance

Finance

Aged Care Planning