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In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate Advisors. They unpack the realities of intergenerational advice - from family dynamics, estate planning and succession for businesses and farms, to pricing, processes, and practical frameworks firms can use to help families become long-term custodians of their wealth and values.

Gavin Lamb LinkedIn: https://www.linkedin.com/in/gavin-lamb-9a6bb38b/
Navigate Advisors Website: https://navigateadvisors.com.au/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/

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