Great Wealth Transfer #4

Ensombl Advice Australia

English - March 26, 2024 11:15 - 44 minutes - 48.1 MB
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Previous Episode: Engine Room Podcast #30 - Andrew and Jacqui Sherlock

Next Episode: Great Wealth Transfer #3

In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the years, and how advisors can engage all members to ensure a smooth transition of wealth from one generation to the next.

Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/
Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/
Precision Financial Website: https://www.precisionfinancial.com.au/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327

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