Last week, at the The Australian Financial Review Super & Wealth Summit, a panel of thought leaders from across the wealth industry including Susie Grehl, EGM Wealth & Private, Commonwealth Bank, examined how families, advisers, and institutions can prepare for Australia’s significant intergenerational wealth transfer. A central theme was the importance of initiating financial conversations early. These discussions are not solely about managing wealth, they are foundational life skills that foster confident, informed decision-making across generations. This perspective reinforces the idea that legacy is shaped through education, shared values, and purposeful action.
Chantel Low
1w
So true — starting financial conversations early makes such a big difference! Kids need to learn about money long before they start earning it. That’s actually why I wrote You Can Always Get What You Want! — a fun, practical guide to financial literacy for tweens and teens. It even has a short chapter on super and investing to help them understand the basics early on. I’d love to see financial literacy become a bigger part of the school curriculum so the next generation grows up confident and ready to manage their money from their very first job.
Senior Banking Professional and Lending Specialist @ ANZ ♦ Home Loans ♦ Complex Lending ♦ Wealth & Insurance Solutions ➡️ Cultivating trusted client relationships that ignite growth and pave the way for enduring success.
2wThis is so true. We need to help people to improve their financial literacy so where people and communities thrive for a better future