Creating Generational Wealth #2

In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance of comprehensive estate planning, and how advisers can help clients create generational wealth through facilitating detailed conversations, understanding family dynamics, and proactively addressing potential complexities in wealth transfer.

Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/ Thomson Wealth Website: https://www.thomsonwealth.com.au/

For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/