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Apt webinar: The Family Bank: Smarter Ways to Help the Next Generation

Apt Wealth Partners

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Apt webinar: The Family Bank: Smarter Ways to Help the Next Generation

79 просмотров · 5 дней назад
Apt Wealth Partners
92 подписчика
79 просмотров · 5 дней назад
There are a number of ways families can help their children into the property market. Gifts, family loans, guarantees or simply letting them save and buy independently. Each carries different risks and obligations, and the right approach depends entirely on your family's circumstances. In this session, Apt Senior Financial Adviser Tracey Pace and Albert Kavcic, Finance Broker at Acceptance Finance, sat down for a conversational look at getting that decision right. They compared the options, covered the first home buyer schemes and lending strategies many borrowers never hear about, and took a closer look at family guarantees, including the obligations involved and the common misconceptions. They then worked through a practical case study, before finishing with how it all fits into the bigger picture of retirement, cashflow, estate planning and protecting family wealth.