Strategies to Facilitate Intergenerational Wealth Transfers #3
Strategies to Facilitate Intergenerational Wealth Transfers 1 February 2023
Proudly sponsored by Generation Life
Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they’re using investment bonds and annuities to improve the lives of their clients.
Les McGuire LinkedIn
Future Proof Wealth Website
Michael Bova LinkedIn
Family Wealth Advisory Website
Visit Generation Life to find out more about their market leading innovations in tax effective investment and retirement solutions.
Join the Ensombl platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
Strategies to Facilitate Intergenerational Wealth Transfers #1
Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the …
-
Strategies to Facilitate Intergenerational Wealth Transfers #2
Emily Guy Birken is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor …
-
Strategies to Facilitate Intergenerational Wealth Transfers #3
Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at …
-
Strategies to Facilitate Intergenerational Wealth Transfers #4
Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and …
-
Strategies to Facilitate Intergenerational Wealth Transfers #5
Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round …
-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
-
AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
-
AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
-
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
-
Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
-
Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
-
AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …