Legacy

Planning for the future has never mattered more

Discover what experts and industry leaders are saying through their viewpoints, stories and exclusive conversations.

Legacy planning and wealth transfer can mean different things to different people. We all have varying goals, priorities and hopes for the future. But one thing common to us all is the need to plan and prepare to ensure our goals are reached.

Providing you with a diverse and thoughtful perspective is integral to our approach. In this series, discover what your peers are prioritising, how the needs and wants of the next generation are shaping decisions, and how protecting your assets is more important than ever.

The expert perspective

Dr. Eliza Filby on the COVID-19 Generation

Listen to what leading intergenerational expert Dr. Filby has to say about the generation being defined by the global COVID-19 pandemic. How this new world is changing the way they learn, engage in politics and use technology.

liza filby

Q&A with intergenerational expert Dr. Eliza Filby

One of the country’s leading intergenerational experts talks to us about how values and behaviours have evolved over generations. What are the implications for us in 2020 as we look to the next generation, and their response to work, consumption, politics, society and economics.

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Legacy & wealth planning articles

Wealth planning

Transferring wealth: Customising a plan for modern families and the next generation

With changing social attitudes, wealth transfer plans should be personalised to meet the new needs of the next generation.

4 minute read
Business owners

Succession-planning tips for your family business

Knowing when to start succession planning is one of the biggest challenges. Lay the groundwork now to help plot a transition to the next generation.

5 minute read
Wealth protection

Seven wealth planning strategies for turbulent markets

Your plan should be your focus, not the market. Review your strategies and make sure they reflect your current risk appetite and your goals.

5 minute read
Wealth protection

Do you have an insurance plan? Tips for protecting your family wealth

Planning for income replacement should be a part of your long term financial plan. Learn how insurance could help.

5 minute read
Eliza filby talking
Expert viewpoints

“Gen Z are digital natives who've grown up with the world's network, market and knowledge in their pocket…But these digital natives also value face-to-face contact more than any other cohort.”

Dr. Eliza Filby
Author and generational expert
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