Helping Kids Unequally - Without Being Unfair: The Role of Investment Bonds

Описание: For those wanting to delve deeper into Investment Bonds, check out our workshop recording here -    • Saving & Investing Smartly with Investment...  

When parents say they want to be fair to their kids, they rarely mean “exactly equal.”

One child might need help with a home deposit.
Another might need their university costs covered.
Another might need ongoing financial support.

Trying to treat everyone the same in these situations often creates tension — and future estate disputes.

In this conversation, Dane Pymble is joined by Michael Jaeger from Generation Life to explore how investment bonds can be used while you’re alive to help equalise outcomes between children with very different needs.

This episode assumes a working understanding of investment bonds.
If you’re new to the concept, we’ve linked in the show notes to the in-depth workshop Dane and Michael previously ran, covering the fundamentals.

In this video we cover:
• Why “equal” doesn’t always mean “fair”
• Using investment bonds as a living estate-planning tool
• Structuring support for deposits, education, and ongoing income
• Preserving flexibility and control
• Reducing future estate friction between siblings

If you’re a parent thinking about how to support your children without creating long-term resentment, this conversation will give you practical frameworks to consider.