Wealth Wise – The gift of providing for loved ones

In this episode, we discuss family life, why the leaders of our business love what they do, and delve into the world of gifting to look at the impact financial gifts can have on loved ones.

Author

Wealth Wise

Duration: 44 Mins

Date: 15 Dec 2023

In our latest podcast, Fraser Kerr is joined by Managing Directors, David Murray and Martin Young. They share personal discussions around family, why they love what they do in the business, and delve into the world of gifting to look at the impact financial gifts can have on loved ones.

Podcast

Transcript

Financial Planning1 min Read

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13 Aug 2025

Financial Planning4 min Read

From Wealth to Wisdom: A Grandparent’s Guide to Meaningful Gifting

Discover how thoughtful gifting can help grandparents support their grandchildren’s future while strengthening family connections. Learn strategies for aligning your legacy with your financial plan, and how open conversations and intentional planning can make your generosity more meaningful.

22 Jul 2025

Financial Planning5 min Read

How inflation impacts you

With the recent uptick in inflation we look at what this actually means and how it impacts financial planning.

23 May 2025

Financial Planning5 min Read

Mental Health Awareness Week: Monetary and mental well-being

Mental Health Awareness Week 2025 – which runs from May 12th to 18th – provides an opportunity to look at the intertwined nature of our mental well-being and financial well-being and offer some ideas on how to manage this.

16 May 2025