Intergenerational wealth transfer involves passing assets, such as property, investments, and businesses, from one generation to the next. Effective inheritance planning ensures that your wealth supports your family’s long-term prosperity while minimising tax liabilities and preserving family values.
A detailed estate plan ensures assets are distributed according to your wishes, providing clarity and security for your beneficiaries.
Strategic gifting and tax planning help reduce the tax burden on your estate, ensuring more of your wealth is preserved for future generations.
Financial education and structured family governance prepare heirs to manage and sustain wealth responsibly across generations.
Legacy that lasts generations
“Heath has been our adviser for the last 7 years. We are very comfortable knowing he is only a phone call away, he visits us at home and has designed a retirement plan for us which is delivering better than expected results. Heath is never in a rush and takes whatever time is necessary to make sure we understand each step”
“Since working with Heath and Finextra Wealth, I feel far more confident about my future. I may never be among the super-rich, but I know I won’t be left behind. Heath gives clear, strategic advice on my super and tax, checks in regularly, and listens when plans need adjusting. He’s pragmatic, approachable and easy to deal with.”
Planning For Tomorrow, Today
The choices you make today can set the foundation for a secure and fulfilling future. By taking action now & choosing expert financial advice, you’ll have more time to grow your wealth and shape your future lifestyle. Contact us to discover how our expert guidance can help you create a plan that works for you.
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