Family Investment Advice

For Today, Tomorrow and Future Generations

At Agile we don’t just build wealth for its own sake. Our advice is tailored to provide you, your family and future generations with a thriving foundation. As investment experts, we can offer family investment advice that protects and secures your name for decades to come.

Investing in Your Family's Future

Your reasons for investing can significantly change how you invest your money and how you view the risks along the way. At Agile Wealth, we always design our investment advice to help you balance today’s needs against tomorrow’s goals.

For instance, you could be the steward of your family’s wealth, and it’s your job to invest that money for the benefit of future generations. Maybe you want to pass something onto your children and provide a foundation they can use to thrive. You may need to save for education costs, or you may simply want to save for the future as your family grows and changes.

Whatever the case, Agile Wealth offers family investment advice that maximises your investments, helps you set up the right investment structure or entities, allowing you to build lasting wealth for your family’s benefit.

Get in touch with Agile Wealth today!

If you are a family business owner, the right investment structure can help you benefit from...

Family business succession planning

Invest with protection from creditors

Tax efficiencies

Asset protection

Investing for Your Children

Many of us choose to start investing for the benefit of our children. The right investment plan means you’ll be able to give your children the best start in life, supporting their ambitions and allowing them to dream.

If you’re investing to provide for your children, Agile Wealth can help with:

Starting a savings plan as soon as possible to cover education costs and provide tax efficient saving methods
Investing early for higher education or training costs for your children
Investing to give your children a head-start when they reach adulthood
Setting up your investments to provide vulnerable family members with protected sources of income
Investing so that your family and children can use the wealth to enjoy the things you love most

Investing for Future Generations

Long-term investment strategies are some of the best ways to build wealth, especially when those investments take generations to mature. The compound effect of decades of growth can establish a foundation that allows your children, grandchildren and future generations to thrive. Agile Wealth specialises in helping multi-generational families develop strategies that ensure your wealth is a lasting asset.

Agile Wealth helps build your generational wealth by considering things like:

Whether Term Deposits are the best way to hold funds that you want to pass onto future generations
Long-term growth opportunities and how investing now could benefit your children, grandchildren and future generations
How you can establish investments on behalf of other family members and how those investments are structured
Setting up investments that can provide a secured income for vulnerable family members
How your investments balance against your need to enjoy life and pursue today’s goals
Helping younger generations to start their own journey towards building their wealth
Your estate plan and how generational wealth will be managed once you pass away

Provide for the future with Agile Wealth!

Investing for Changes in Relationships

Marriage, separation and changes to your family present a few unique challenges for generational wealth. Our professional financial advisors can help you navigate the complexities and provide recommendations that allow you to protect your wealth and provide for your children.

Whenever your relationships change, we can help you put assurances in place to protect family assets. Our tax efficient investment strategies allow you to safeguard your estate, distribute your assets and build wealth that secures the future for everything that’s yet to come.

What Our Clients Say

Highly recommend Richard Elmes for getting our finances on track, something we've been putting off for years. I never had the time and didn't know where to start but Richard made it so easy, lots of options, very knowledgeable and professional

We have found Richard professional in his dealings. Extremely knowledgeable of the finance industry and efficient in finding solutions that work for us. From our experience we would highly recommend Richard as a Financial Adviser.

We have dealt with Richard, as our financial advisor, for the past three years and have found him to be extremely knowledgeable and reliable and up to date with all of the current trends.

I have known Richard for some years. He has impressed me with his professional warm approach, so much that I have recommended Richard to family & friends. Richard is very experienced, a person of great knowledge, skill and integrity. It’s comforting to know he is on our side and just a phone call away any time

Alternative investment ownership strategies can provide...

Asset Protection

Protecting vulnerable family members

Tax Benefits

Estate Planning

We help you identify your real goals and objectives so you can dare to dream.

Contact Us Today

Now is the best time to take control of your finances and plan for the future. Contact Agile Wealth today to make an appointment with our professional financial advisors.