08 Oct, 2019

Customer stories: giving to the next generation


Our retirement solutions specialist Fiona Navarro discusses how we are able to help retirees invest in the next generation.

In these examples, the homeowners didn't need to improve their retirement funding; instead, they wanted to be 'the bank of mum and dad' and help out their children without dipping into their super.

Intergenerational giving is a commonly expressed desire. Because retirees are living longer, their children typically receive bequests later in life. Using a Household Loan, retirees can draw on their home equity to give to their children when they need it most. That helps all generations Live Well At Home.