Unlock Your Business podcast

Author: Raffi Pailagian

The Unlock Your Business Podcast is a discussion of ways in which you can unlock and leverage your business to create personal wealth. This podcasts aims to provide an authentic and honest discussion on business experiences, wins and struggles, business growth and management strategies, and ways in which business owners can unlock wealth in their businesses to achieve their personal wealth plus lifestyle goals and aspirations. The author, guests or sponsors, Manly Financial Services Pty Ltd and Value Investment Partners Pty, Ltd and the sponsors respective Australian Financial Services Licensees, Futuro Financial Services Pty Ltd (AFSL 238478) and JRP Securities Pty Ltd (AFSL 455657), have prepared this podcast for general information purposes only and not as specific advice to any particular person. Any advice contained in this podcast is General Advice and does not consider any person's investment objectives, financial situation and particular needs.
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Language: en

Genres: Business, Entrepreneurship, Management

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Ep 16 - Great Wealth Transfer - Tax & Cost Efficient Wealth Transfer Without Family Conflict
Sunday, 28 September, 2025

In this Episode 16 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we disucss the Great WealthTransfer - Tips & Traps to Ensure Your Legacy is Transferred Tax + Cost Effectively and Without Family Conflict. To see how Manly Financial Services can help you achieve your financial goals and aspirations, contact us via our website at www.manlyfs.com.au. Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478) and Corporate Credit Representative (Representative No.: 469467) of Fintegritas Pty Ltd, Australian Credited Licensee (ACL 536954). This video has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.