Financial Adviser

National Roadshow Event

Find out about generational demographic insights

  • Bernard Salt

    Keynote Speaker

    Social Commentator and Author
    (Sydney and Melbourne only)

  • Grant Hackett OAM

    Host & Key Speaker

    General Manager of Distribution
    Generation Life

  • Rob Coombe

    Host & Key Speaker

    Executive Chairman of
    Austock Group

Locations

  • Sydney

    Westin Hotel

    Tuesday 13th March 7:30am

  • Melbourne

    RACV Club

    Wednesday 14th March 7:30am

  • Brisbane

    Stamford Hotel Plaza

    Thursday 15th March 7:30am

  • Perth

    Crowne Plaza

    Tuesday 20th March 7:30am

  • Adelaide

    Hilton Hotel

    Wednesday 21st March 7:30am

Register for the event

About Generation Life

Our new name, Generation Life represents our vision of being the leading provider of investment solutions for all generations through their various life stages.

To help launch our new name, brand and vision we are hosting a series of breakfast events where we will cover topics including the issues, aspirations and concerns facing all generations – financial or otherwise.

Simple investment solutions

  • Alternative to super

    A tax effective alternative to superannuation without the limitations and restrictions on contributions and the ability to access funds at any time.

    Read more
  • For higher income earners

    A way of building wealth, particularly for clients on marginal tax rates above 30%.

    Read more
  • Estate Planning

    Wealth transfer on death to family members or others with the ability to control access to funds.

    Read more
  • Providing for children

    Providing a child’s future expenses and financial needs in a tax effective manner.

    Read more
  • Aged pension and aged-care fees

    Assisting with aged care resident fees and pension entitlements.

    Read more
  • Saving for funeral costs

    Saving for future funeral expenses with the benefit of social security exemptions.

    Read more

Research Rating

Our LifeBuilder and ChildBuilder products are rated ‘Highly Recommended’ by Zenith Investment Partners, an independently owned investment research provider.*

Managing your client’s financial future

Everything you need to manage your client’s investments, at your fingertips

* The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned November 2017) referred to is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines
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