Generation Life - Outthinking today.

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

As the conversations around retirement incomes continue, Generation Life’s General Manager of Retirement Solutions, Patrick Clarke, shares his insights in an InvestorDaily article by Maja Garaca Djurdjevic, weighing in on the industry’s latest discussion. Patrick welcomes the new draft best practice principles, and highlights the need for better retirement income solutions that combine account-based pensions with lifetime income streams. He emphasises that these principles recognise the diverse needs and circumstances of retirees, so can help Australians spend with confidence and live their best lives in retirement. Read the full article here: https://lnkd.in/gDq29pYU

In our latest podcast with Financial Standard, Vincent Stranges, Head of Product at Generation Life, sits down with journalist Karren Vergara to debunk common myths about investment bonds. He explores how investment bonds can serve as a tax-effective tool for wealth accumulation and estate planning.   Listen to the full podcast episode here: https://lnkd.in/g_F3SrZP

Don't miss the opportunity to visit the SMSF Association National Conference 2025, as we can’t wait to connect with you there! 🎉   Swing by booth 80 to meet Maree Cridland and Michael Jaeger located in the back right corner, for a chat with the Generation Life team and grab some cool merchandise while you're at it! Whether you’re keen to discuss tax smart investment strategies or just want to say hi, we’d love to see you!   See you there! #SMSF2025 #GenerationLife #NC2025

"The value of advice is clear and the solution is you" says Grant Hackett OAM, Chief Executive Officer at Generation Development Group. Generation Life’s recent Not Tomorrow’s Problem research revealed that 2 in 3 Australians who currently receive financial advice are happy with their financial situation and they’re almost twice as likely to be happy with their situation compared to those who don’t. Advised Australians also have a better understanding of financial themes and policies that may affect them. There is no denying the immense value of financial advice and over the next decade, it’s likely financial advisers will become even more important in building client wealth, but to appeal to more Australians it’s important for them to demonstrate value and build trust.   Read more: https://lnkd.in/gzi7JFf5 #outthinkingtoday #nottomorrowsproblem #taxawareinvesting #investmentbonds #investmentlinkedlifetimeannuity

We’re thrilled to announce our parent company Generation Development Group (ASX:GDG) is set to acquire Evidentia Group (Evidentia), Australia’s leading provider of investment management and tailored managed account solutions. GDG’s strategic acquisition strengthens the position of GDG and Evidentia in the rapidly growing managed accounts market.   We’re excited to join in welcoming Evidentia Group to GDG and can’t wait to continue contributing to the greater success of the new GDG.

John Laver, CIMA®, Head of Investments at Generation Life, provides his market commentary for the final quarter of 2024 and highlights the 12-month performance of our Tax Optimised investment series as of 31 December 2024. "The average after-tax returns on the reported Tax Optimised investment options within our investment bond tax structure for the 12 months to 31 December 2024 was an impressive 10.2%, compared to the average pre-fees and after-tax return for a direct investor on a 47% marginal tax rate (including Medicare levy) is 6.89%. This average additional return benefit of 3.31% (after-tax) highlights the significant impact that tax management can have on returns." Read the full market commentary here: https://lnkd.in/gMDvC-Z7 Professional financial advice is recommended. Past performance is not an indication of future performance. #marketcommentary #investmentreturns #taxoptimised #investmentbond #outthinkintoday #GenerationLife

🧧Celebrating the Year of the Snake! 🐍   At Generation Life, we proudly celebrate the Lunar New Year, embracing tradition, community, and prosperity as we welcome the Year of the Snake.   In many cultures, the snake symbolises wisdom, transformation, and resilience, which are qualities that align with our commitment to continuous growth and innovation throughout 2025.   We extend our best wishes for a year filled with success, new opportunities, and shared prosperity. Happy Lunar New Year to all who celebrate! #GenerationLife #LunarNewYear #YearOfTheSnake