The Generation Game
If you’re a client of HK, we don’t just assist you.
For your parents it may be that our lifetime financial planning helps to enlighten them as to ‘how much is enough’. This in turn can help encourage them to fulfil lifetime dreams whilst they remain fit and healthy.
Parents or Grandparents may wish to financially assist their next generations.
Before they do, we can provide them with clarity as to whether this is affordable and enlighten them as to the resultant financial impact on them; providing either the reassurance that they need to gift with confidence or perhaps serving to make them think twice.
Alternatively, it may be that your parents are now in need of ‘later life financial planning’; perhaps encompassing advice around the funding and servicing of care costs or perhaps advice around releasing equity from the value of their home.
For your children you may wish to encourage a savings mentality.
You have probably always been a saver, working hard to make sure that you have enough for retirement. Therefore, you would like your children and grandchildren to adopt the same mentality and engage with good financial planning habits early in life.
Or, your children may need financial planning assistance in relation to purchasing, or refinancing, a home or investment property, or ensuring that as their own families grow and their financial responsibilities increase that they have adequate financial planning protection in place.
HK’s award winning financial advice process encapsulates all of these varied areas of advice.
