When you have to look after your children and ageing parents, how can you provide for their financial and emotional needs, while still taking care of yours?
Questions to ask yourself
When you want to support the people you love, you need to balance their needs and yours. To get started, ask yourself these three important questions:
How do I cope with financial stress?
When supporting your parents and children financially, it is important to have a proper balance. Their finances as well as your own should be in order. With suitable planning, you are ensured to still have enough funds to do what you love whilst supporting your family.
Am I setting up my children for success?
What skills will your children need? How much money should you set aside for them? And how can you get them off to a great start in life? While you can't predict your children's future, you can help them prepare for it.
How will I inherit or pass on wealth?
Maybe you need to prepare to inherit your parents' estate. Or you might be thinking about passing on your wealth to your children. To secure your family's wealth, you'll need to do it in the right way.
Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.