The intergenerational wealth transfer will see many assets bequeathed. Most of these assets won’t be cash. Share portfolios are a common way that beneficiaries will receive assets – especially when the owner is an income investor that is living off dividends without drawing down on the capital of the portfolio.

Haive Grace Caballes9 August 2024FINANCIAL ADVISOR ADELAIDE, FINANCIAL PLANNER ADELAIDE, Inheritance, financial planning, SharesComment

Thinking About Investing into the Market for The First Time? Read This Post

Have you thought about investing into the share market, but haven’t the slightest clue as to where to begin? This post will act as a guide to help you understand the process and how it can work for you.