
Ask an Adviser: The family money conversation you can't avoid - Dylan Pargiter-Green
From Equity Mates Investing Podcast
Published 7/28/2025

From Equity Mates Investing Podcast
Published 7/28/2025
In Australia, over the next 30 years about $5 trillion will be passed from generation-to-generation. And we're not prepared for it.In today's episode we sit down with Dylan Pargiter-Green, financial adviser and partner at Bold Wealth, to understand how we can better navigate these inheritance…