Generation Life - Outthinking today.

Are you prepared for the intergenerational wealth transfer?   $3.5 trillion is set to transfer from Baby Boomers to younger generations over the next two decades*, yet many families lack a clear wealth transfer plan. For financial advisers, the challenge isn’t just managing this wealth – it’s ensuring it stays within the family for generations to come.    We’re excited to launch ‘The New Age of Advice’, a thought leadership guide written by financial advisers, for financial advisers, in collaboration with Ensombl. This guide features expert insights from leading financial advisers, providing practical strategies and useful tools to help you navigate the significant wealth shift across generations with confidence.    Access the latest New Age of Advice guide here: https://lnkd.in/ecbdGbAh *ABC News, The great wealth transfer: The ethics of inheritance, https://lnkd.in/gbkmPb_g, 4 March 2025 #GenerationLife #IntergenerationalWealthTransfer #EstatePlanning

Easter is officially underway at Generation Life, and we’re celebrating with joy, fun and a whole lot of chocolates! 🐣💛 We’ve kicked off the festivities with a crowd favourite — guess the egg count! We also wrapped up a raffle, with some lucky team members walking away with some sweet prizes. Even better, our interstate staff joined us virtually, bringing the same joy and energy from afar. We loved having everyone together — in person and online! It’s been a wonderful start to the week, and we’re wishing everyone a fun, relaxing and chocolate-filled Easter break! 🐰

🌟Retaining Wealth Across Generations Masterclass 2025! 📚 A big thank you to everyone who joined us at our recent Retaining Wealth Across Generations Masterclass 2025! Felipe Araujo, Chief Executive Officer at Generation Life, travelled across 11 locations in Australia connecting with financial advisers across the country. In these sessions, he discussed how Generation Life’s investment solutions provide flexible, tax-effective products with no death benefit tax, providing seamless and secure wealth transfers. The sessions also explored how these solutions can help facilitate important conversations with clients about multigenerational wealth planning and can easily be integrated into your practice to enhance long-term financial security. We look forward to seeing you at our future events! #GenerationLife #Masterclass2025

ICON25 - Infocus National Conference ⚾️   Last week, our Distribution Managers, Meryl Davison and Harry Page, proudly represented Generation Life at the ICON25 – Infocus (Australia) National Conference in Adelaide.   Over the course of four action-packed days, the conference brought together an incredible lineup of speakers and provided endless opportunities to connect with industry peers, which we were thrilled to be a part of!   Here are some highlights of the event, where our team embraced a fun baseball theme at the Old School Sports Day games night!    #GenerationLife #ICON25 #Infocus

For many high-net-worth individuals, superannuation remains a critical part of their retirement planning, but ongoing policy uncertainty is prompting them to explore alternative investment structures.   In a recent article with the The Australian Financial Review, Generation Life CEO Felipe Araujo explains, “Majority of people have various investment goals throughout their lifetimes, so it’s important to have different structures beyond superannuation to optimise and achieve their goals at key life stages.”   Investment bonds in particular, are gaining traction as complementary tax-effective solutions, helping investors secure long-term stability regardless of policy changes. Read the full AFR article here: https://lnkd.in/gQkpuYjm

With the largest intergenerational wealth transfer in Australia’s history underway*, ensuring wealth is passed on efficiently and tax-effectively has never been more important. While super may be a great tax-effective retirement vehicle, it wasn’t designed for wealth transfer.   That's why, tax-effective estate planning vehicles like investment bonds are emerging as a powerful tool, offering flexibility, tax advantages, and a seamless way to pass down wealth across generations.   In our latest article with The Australian Financial Review, Felipe Araujo, Chief Executive Officer at Generation Life shares his vision and says, “My hope is that in the future, everyone will know an investment bond kid.”   Read the full AFR article below.   *Grant Thornton, 'Preparing the next generation for Australia’s largest wealth transition', https://lnkd.in/gp-Jz7T8, 19 September 2024

🍀 St. Patrick's Day + Harmony Day Morning Tea! 🌎   A big thank you to everyone from Generation Life's Melbourne office who joined us for our St. Patrick's Day + Harmony Day Morning Tea! It was such a fantastic way to come together and enjoy an array of sweet treats. 🧁   We had a great time celebrating St. Patrick's Day, we embraced the spirit of good luck, fun, and tradition with a splash of green!   In addition, we also celebrated Harmony Week, a time to reflect on the importance of diversity and inclusion. It was a perfect moment to appreciate the vibrant mix of cultures that make our team so special and how we can continue to build a welcoming, harmonious environment for all.   Here’s to celebrating unity, culture, and good times with our amazing team!   #StPatricksDay #HarmonyDay #GenerationLife

Generation Life has pleasingly reported outstanding growth in 2024 reaching $3.8 billion in funds under management (FUM). A key contributor to this were its investment bond sales which saw record growth and led to 59 per cent market share of investment bond inflows in the 2024 September quarter.   Grant Hackett OAM, Group Chief Executive Officer at Generation Development Group (ASX:GDG) says, “Brand recognition has grown and the number of financial advisers seeking a tax effective investment product as an alternative to other tax structures and as an estate planning tool, for their clients, has increased.”   Investment bond sales momentum within Generation Life has remained high throughout the start of 2025, demonstrating the growing need for their highly tax effective investment solutions outside super.   Generation Development Group’s recent acquisition of Evidentia Group means it’s now a highly diversified financial services group, growing very fast in all key areas.   Read the full update here: https://lnkd.in/gBmzdTSe

🌟 Celebrating Empowerment & Supporting a Brighter Future 🌟 Joanna Bator and Erica Hobson from Generation Life was proud to attend the Financial Advice Association Australia (FAAA) Sydney Metro Community INSPIRE International Women's Day Lunch on the 27th of February 2025! This event was more than just a celebration – it was a chance to come together and support the Future2 Foundation, with every ticket sold helping to create opportunities for people in need. 💜 Together, we can make a difference. Thank you to everyone who joined us and supported this powerful cause! #IWD2025 #Future2Foundation #GenerationLife #FAAA

🌸💜 International Women’s Day 2025! 💜🌸🧁 Generation Life’s Melbourne team proudly came together today in purple to celebrate the incredible women who make our community strong, vibrant, and inspiring. We had an early celebration to honour the women who help lead, support, and shape our mission. Today, and every day, we recognise and appreciate the amazing women who help drive our success. To add a little sweetness to the day, we shared cupcakes and moments of gratitude for the women who continue to inspire us all. #GenerationLife #IWD2025