Intergenerational Wealth

Building Your Legacy Together

At Six Pillars, we understand that transferring wealth is about more than passing on assets—it's about protecting your legacy, supporting your loved ones, and ensuring your values endure. In an environment of rising living costs and shifting financial landscapes, proactive planning has never been more important.

How We Can Help You

We provide structured, personalised guidance to help you confidently navigate the complexities of intergenerational wealth transfer. Our process includes:

Tailored Strategies: Customised plans that reflect your family's unique goals, dynamics, and values.
Open Communication: We encourage constructive dialogue among family members to set clear expectations and foster mutual understanding.
Balancing Priorities: We help align short-term needs with long-term aspirations, so your plan evolves with you.
Ongoing Support: Our relationship doesn’t end after the initial plan. We’re here to adapt your strategy as life circumstances change.
Financial Literacy: We empower the next generation with the knowledge to manage and appreciate the wealth being transferred to them.

Partner with Six Pillars Wealth

Legacy planning is a deeply personal journey. At Six Pillars, we’re more than advisers—we’re your partners in securing your family’s financial future. Together, we’ll build a legacy that reflects your values and prepares your loved ones for lasting success.


Let’s start with a chat. Book a free 20-minute consultation today, and together we’ll explore how we can make intergenerational wealth planning easier and more meaningful for you and your family.

Make a Appointment
Address

Sydney CBD

Level 57, 25 Martin Place Sydney NSW 2000

Postal Address

P O Box 352,

Paramatta, NSW, 2124

Mutually Convenient Location

Let's meet for a coffee! We're happy to arrange a meeting at a location that works best for you.

Disclaimer: Six Pillars Wealth (ABN 68 682 649 538) as a Corporate Authorised Representative (001314068) and Laxmi (Lucky) Manna Authorised Representative (1002602) ; Lionel Iheanacho Authorised Representative (1002528)are authorised by Templestone Financial Services Pty Ltd (ABN 99 641 075 952) AFSL 523831 to provide financial services only. Any advice in this publication is of general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

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