FREE GUIDE — 13 PAGES
If you've recently come into money, here's where to start.
A practical guide to the seven steps that matter when a large sum of money lands in your life.
Get your digital download of the guide here
It might be the largest sum of money you'll ever receive at one time. Whether it's an inheritance, a divorce settlement, a redundancy or the sale of a business, the moment is rarely simple. There are emotions to navigate, taxes to understand, and decisions whose consequences will outlast you.
This guide walks through seven steps to take before anything is done, so you can make decisions with clarity, not urgency.
The 7 steps inside the guide
A short, practical read. No instruction manual, no pressure. Just the seven things to think through before any decision is made.
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Slow down and take a breath
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Understand exactly what you've received
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Be aware of the common inheritance mistakes
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Clarify your money objectives
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Consider your options - debt, investing, gifting, super and philanthropy
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Consider your own estate plan
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Seek expert help
Who this is for
We wrote this for the person who knows that what happens next matters. If you've recently received, or are about to receive, a large sum of money through:
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An inheritance
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A divorce settlement
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A redundancy payout
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The sale of a business
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An insurance or compensation payout
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A lottery or other windfall
— this is worth the next ten minutes of your time.
Who we are
We work with people who would rather get this right than get it fast.
Amplify Wealth is a financial advice firm based in Woolooware, in Sydney's Sutherland Shire. Our advisers Tanya Carlson and Dan Easton work with individuals, families and business owners across the Eastern states of Australia, navigating complex financial decisions.
If you'd like to talk through your situation after reading the guide, we would love to hear from you.
Get your digital download of the guide here