WealthBuilders for Families: Suzi Carter
In this episode of WealthTalk, we have the pleasure of hosting experienced investor, Suzi Carter. Suzi shares her invaluable insights on strategies and techniques that empower families to create a lasting legacy of prosperity and financial well-being. During this engaging episode, Suzi emphasises the importance of imparting financial knowledge to family members, equipping them with the skills to make informed decisions and secure their financial future. We delve into the intricacies of estate planning, including wills, trusts, and other essential tools for passing down assets while minimising tax burdens. Ready to take the reins of your family's financial future? Suzi also shares pearls of wisdom on smart investment strategies and effective wealth management techniques that are essential for growing and safeguarding your family's wealth.