Ensombl Advice Australia

Intergenerational Conversations #2


Listen Later

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052600-27350001
0.50 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical strategies for building intergenerational wealth - covering family dynamics, home visits, free investment education for kids, aged care and estate planning support, and transitioning advice relationships across multiple generations within a family.

Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/
Precision Financial Website: https://www.precisionfinancial.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/


General Disclaimer – https://www.ensombl.com/disclaimer/

...more
View all episodesView all episodes
Download on the App Store

Ensombl Advice AustraliaBy Ensombl


More shows like Ensombl Advice Australia

View all
CommSec Market Update by CommSec

CommSec Market Update

15 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

92 Listeners

The Money Puzzle by The Australian

The Money Puzzle

52 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,747 Listeners

money money money by Glen James

money money money

53 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

9 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

64 Listeners

The ifa Show by Prime Creative Media

The ifa Show

0 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

19 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

7 Listeners

Retire Right by Glen James

Retire Right

30 Listeners

Chanticleer by Australian Financial Review

Chanticleer

22 Listeners

Challenge the Standard in Financial Advice by Nathan Fradley and Jordan Vaka

Challenge the Standard in Financial Advice

0 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

10 Listeners

The Trusted Adviser by Rob Pyne

The Trusted Adviser

0 Listeners