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James Dunlop

General Manager Private Banking & Advice

About James Dunlop

James Dunlop

General Manager Private Banking & Advice

ARTICLES BY JAMES DUNLOP

Banking & Finance

Planning for the next generation

James Dunlop General Manager Private Banking & Advice

Australia is facing an unprecedented transfer of wealth as baby boomers retire. It also presents policy and planning challenges.

2024-04-23 10:07
Your money

Succession: beating the third generation “curse”.

James Dunlop General Manager Private Banking & Advice

You can spend your life creating generational wealth only to see it squandered, leaving younger family members to start out with nothing. How do you avoid this fate?

2023-05-31 09:00