Nigel Grant is joined by Chantal Giles, BlackRock’s APAC Head of Strategic Clients and Business Development, and Jason Collins, Head of Australasia at BlackRock, to unpack the Great Wealth Transfer and what it could mean for investors and families. They explore why longer lifespans could make this less about simply passing wealth between generations and more about moving it across life stages and asset classes, the growing role of women as wealth creators and financial decision-makers, and why families may need to become more comfortable talking about money. Chantal and Jason also share why setting clear goals, starting small, seeking advice and staying diversified could help more people participate in the opportunities created by investing.Interests in the ASB KiwiSaver Scheme and ASB Investment Funds (Schemes) are issued by ASB Group Investments Limited, a wholly owned subsidiary of ASB Bank Limited (ASB). ASB provides administration and distribution services for the Schemes. No person guarantees interests in the Schemes. Interests in the Schemes are not deposits or other liabilities of ASB. They are subject to investment risk, including possible loss of income and principal invested. For more information see the ASB KiwiSaver Scheme Product Disclosure Statement or the ASB Investment Funds Product Disclosure Statement available from this website and the register of offers of financial products at www.disclose-register.companiesoffice.govt.nz (search for ASB).The Morningstar disclaimer: Morningstar Awards 2026 © Morningstar, Inc. All Rights Reserved. ASB is awarded Fund Manager of the Year, KiwiSaver category, New Zealand. (00:00) - Introduction: The Great Wealth Transfer & 5 Years with BlackRock (02:00) - Meet Chantal Giles and Jason Collins (03:15) - Five years of the ASB and BlackRock partnership (06:31) - What is the Great Wealth Transfer? (08:43) - Why it may be more than a transfer between generations (11:19) - Retirement, business owners, and changing wealth decisions (15:09) - Women, wealth, and investing with purpose (16:50) - Why financial plans should involve the whole family (18:21) - Are we improving financial literacy fast enough? (20:36) - How families can prepare for future wealth decisions (22:02) - Why investing isn't about greed and shouldn't be intimidating (24:28) - Talking to an adviser: where should you start? (27:01) - The power of starting small and investing regularly (27:48) - One thing investors shouldn't lose sight of: diversification (28:57) - What advisers need to know about modern families (29:41) - Recommendations: books, films and music (32:03) - Key takeaways and final thoughts

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related