Series: Creating Generational Wealth

In this three-part series, host Tanya Carlson from Amplify Wealth explores the vital role of financial advisers in building and transferring generational wealth.

Through conversations with guest experts Ryan Watson, Gianna Thomson, and Felipe Araujo, the series explores the emotionally intelligent advice, comprehensive estate planning, and the strategic structures that support long-term wealth preservation. From understanding client goals and family dynamics to navigating tax-efficient solutions, each episode offers practical insights for advisers looking to guide families through the complexities of legacy planning and wealth transfer in Australia.