Transition Analysis

When you first meet with Scott from Transition Wealth, he’ll aim to get an understanding of the bigger picture via a Transition Analysis. This is a collaborative discussion around your current situation and any key issues or challenges you are facing, and the likely financial implications.

  • Family expansion
  • Upsizing or downsizing home
  • Kids leaving home
  • Relationship breakdown or death of a loved one
  • Corporate / business retirement
  • Intergenerational wealth transfer (estate planning)