Are you considering investing for future generations?

Holding funds to pass on to future generations in cash or Term Deposits may currently be receiving less interest that inflation. Even with the possibility that interest rates may start to increase in 2022, cash rates are very low and your money is not going to be working very hard. The opportunity for growth for your money is especially important if your planning on passing on the funds to the next generation.

Changing the lens you view investments through can help you invest for a specific purpose. Whilst you may prefer the certainty of cash savings if you start to invest for your children and grandchildren the opportunity for returns may be much greater.

By investing for your loved ones now, they can benefit from long term growth opportunity. The compounding impact of investment growth could materially alter the funds available for your families future life events. If you started to invest for a young grandchild today and this investment was held for them, for 10 or even 20 years, the growth potential of these investments could be significant.

We can help you establish investments for the next generation and you have the option for them to know about the investment now or only in the future when they are ready

You can also set up your investments to help vulnerable loved ones with a protected source of income or limitations on future access

You may be looking for ways to help support the family with future education costs, or simply looking to give the next generation a head start. Either way, considering an investment through a different lens, can help you invest with purpose for a very particular and important goal. That is to share your wealth with your family.

By investing for your family, you can enjoy seeing family members benefit from your wealth, or help the younger generations with milestones in their life.

Ask us about investments for your future generations.