Dylan Pargiter-Green

Dylan Pargiter-Green, a financial advisor and partner at Bold Wealth, dives into the importance of intergenerational wealth transfer in Australia, projecting a staggering $5 trillion over the next 30 years. He highlights strategies to navigate difficult family money discussions and emphasizes the need for open communication about estate planning and asset distribution. Dylan shares insights on effective gifting techniques, educational funding, and the responsibilities of the younger generation regarding inherited wealth, urging families to prioritize transparency to promote fairness.

Dylan Pargiter-Green from Bold Wealth gives advice on joint finances, tax strategies, leveraging investments, and retirement planning. Topics include managing finances as a couple, saving for children's education, leveraging in property vs. stock market, and retirement income strategies.