According to some research known as the Williams Group Study, 3,250 families were observed over 25 years: 70% of family wealth was lost by the second generation and 90% by the third generation. Read more.
Book in a free 15-min phone call with Darcy Ungaro (financial adviser).
Sign up to the fortnightly newsletter!
New Wealth Foundations: Personal finance from a wealth-builder’s perspective.
______________________
Brought to you in partnership with: Icehouse Ventures is a Kiwi Venture Capital firm investing in Kiwi startups since 2001.
Affiliate Links*!
The Bitcoin Adviser: Plan for intergenerational digital wealth.
Hatch: For US markets.
Sharesies: For local, and international markets.
Easy Crypto: To buy and sell digital assets.
Sharesight: For tracking and reporting on your portfolio
Exodus: Get rewards on your first $2,500 of swaps
Revolut: For a new type of banking.
*Some links create a financial benefit.
Online courses:
The Home Buyers Blueprint: Get a better home; Get a better mortgage.
The KiwiSaver Millionaire Roadmap: Get a Rockstar Retirement!
Take the free, 5-part online course Crypto 101: Crypto with Confidence
Get Social:
Check out the most watched/downloaded episodes here
Follow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy), LinkedIn.
________________________
Disclaimer: Please act independently from any content provided in these episodes; it’s not financial advice, because there’s no accounting for your individual circumstances. Do your own research and take a broad range of opinions into account. Ideally, engage a financial adviser / pay for advice!
________________________
Listen to NZ Everyday Investor Podcast: