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Generational
Financial Advice Pty
Ltd ( ABN 27 107 066 928) is a Brisbane based planning firm providing
financial advice on a fee for service basis.
The principal adviser is Ross
McConachie who is an Authorised Representative of Tupicoffs Pty Ltd.
| What is generational
financial advice ? |
From time to time, most
people need external professional advice to assist them in planning for the
changing circumstances in their lives.
Some changes occur through the natural passage of time, while others occur
as a consequence of external factors such as legislation or demographic
change.
Examples of natural changes which impact upon the need for advice are:
- changing family and
lifestyle goals which require the accumulation and protection of wealth
- preparing for retirement
- business succession
planning, and
- estate planning
Examples of external
changes are
- the effect of an ageing
population on the future funding of government pensions and health
services, and
- economic conditions which
have created substantial wealth, giving many individuals the opportunity to
use their wealth for family and charitable purposes
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