Strategies to Facilitate Intergenerational Wealth Transfers #4

Ensombl Advice Australia

English - January 31, 2023 11:20 - 50 minutes - 53.8 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Strategies to Facilitate Intergenerational Wealth Transfers #5

Next Episode: Strategies to Facilitate Intergenerational Wealth Transfers #3

Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities.

Grant Hackett LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225/
Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/
Generation Life Website: https://genlife.com.au/

To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/

Join the Ensombl platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.ensombl.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/