Chris and Elsa* who are starting a family reached out to the Everest Wealth team to discuss how they could best use an inheritance towards their financial goals of buying a home, taking an annual holiday and investing in their child's future. Advisers Alex Luck & Scott Taylor share the process Chris and Elsa took with the team and some of the advice recommendations.*Names have been changed for anonymityBig thanks to our Thursday show partner Global X ETFs! Learn more about their range of ETFs.We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.💸 Quick linksAny advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

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