Home > Life Events >
Inheritance financial planning
Maximising your loved one’s legacy with inheritance financial planning
An inheritance is a meaningful and potentially life-changing gift that is usually received at one of life’s most difficult times. Your loved one wanted you to enjoy what they had worked hard for, so making the most of it is paramount. Apt’s experienced financial advisers help you make the most of your inheritance to make sure the legacy matters.
How can Apt Wealth Inheritance Financial Planning help?
Making the most of an inheritance and ensuring it has the biggest possible impact on your life is important. An inheritance can be life-changing. However, it’s common for those who receive an inheritance to experience no change to their long-term financial situation and, in some cases, even be worse off. We help you ensure your inheritance supports your goals today and tomorrow.
We can help you to:
Maximise your inheritance to live for today and plan for tomorrow
Make wise financial decisions at an emotional time
Avoid common pitfalls that can minimise the impact of inheritance
Use your inheritance to support your life goals
Explore and select investment options
Protect and grow your finances
Book a chat with an adviser
Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
Inheritance FAQs
How can I be worse off after receiving an inheritance?
An inheritance can be life changing, however, it is not a guarantee of future wealth. In fact, it’s common for those who receive an inheritance to experience no change to their long-term financial situation and, in some cases, even be worse off. Here’s why (and how to avoid it).
How can I protect my children’s inheritance from divorce?
Family relationships are complex and constantly changing. Whether it is your divorce or that of one of your children, a marriage breakdown changes dynamics. While you may maintain the most amicable of relationships with the other party, it’s important to ensure you have plans in place to protect your children’s financial future.
Apt in Action
Apt Wealth supports Tom and Jess to live for today and plan for tomorrow with their inheritance
An inheritance can be a life-changing event and is often a loved one’s way of continuing to play a role in your future when they are no longer around. Making the most of an inheritance and ensuring it has the biggest possible impact on your life is important. This was at the forefront of Tom and Jess’ minds when they sought our advice, after Tom received an inheritance from his late father.
Latest inheritance articles
How you can be worse off after receiving an inheritance – and how to avoid it
Andrew Dunbar
Nov 16, 2023
Many Australians receive a significant inheritance from loved ones at some point in their lives, but it seems now many are banking on it. Figures show about 29 per cent of...
Read more
How to plan your finances in your 30s
Andrew Dunbar
Apr 12, 2022
There is often a misconception that financial planning is most useful for those nearing retirement or people who have assets, but the reality couldn’t be more different. In fact, studies...
Read more
How to plan your finances in your 20s
Andrew Dunbar
Apr 06, 2022
There is often a misconception that financial planning is most useful for those nearing retirement or for people who have significant assets, but this couldn’t be further from the truth....
Read more
