YOUTUBE — VIDEO 1 (STUDIO SEMINAR)
Asset protection: estate planning, financial agreements and wealth strategy for blended families
A studio conversation with David Taylor (Morgans), Rebecca Parry (Parry Coates Family Law) and Danielle Little
About this Episode
Protecting your wealth when you have a blended family, business interests and investment properties is rarely straightforward. In this one-hour studio session, three Brisbane professionals work through a single realistic scenario - a couple named Ben and Jane, navigating a blended family, self-managed super, investment properties and a business - and each explains how they'd approach it. <em>This is the studio-recorded version, filmed in a relaxed couch format. There's also a live version, recorded later in front of an audience with Q&A, which goes further and adds more detail. See Video 2.</em>
In this conversation:
Running time: 1 hour, 1 minute and 30 seconds
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Listen or Watch
YouTube: https://youtu.be/Cga8wZBlV3k

David Taylor
David Taylor, Private Client Adviser, Morgans – financial risk management and wealth protection
This episode is general information only and isn’t personal financial, legal or tax advice. For advice about your own circumstances, please speak to an appropriately qualified professional.