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Reimagining Legacy
2023 Masterclass Roadshow
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Helping Australians reimagine their legacy
CPD recognition available
Baby boomers are estimated to pass on $224 billion¹ each year in inheritances by 2050, amounting to a massive $4.4 trillion in assets predicted to be accumulated.²
With over 5 million Australians also reaching retirement in the 2020s³ and evaluating their ability to leave a legacy, recent research by Generation Life unveils that Australians are overwhelmed by the options out there and less than a quarter have a plan in place to transfer and protect their legacy.
Did you know⁴...
- 86% of estate claims are brought by the immediate family
- 12+ months for a case to be heard in court
- 88.2% of seniors plan on leaving an inheritance ($930k on average)
- 36% of estates go to grandchildren
Come join us!
Our upcoming national Masterclass Roadshow will provide insights into the opportunities for building wealth, intergenerational wealth transfer for those both receiving and giving, and enjoying a dignified retirement.
In this not to be missed Masterclass Roadshow we will showcase strategies and innovative solutions to help your clients' build, protect, preserve and leave their legacy, with certainty.
Locations
Perth | Thursday, 17 August
Crown Perth
Great Eastern Highway Burswood, WA 6100
Start time: 12:30pm | End time: 1:45pm (AWST)
Melbourne | Wednesday, 23 August
Leonda By The Yarra
2 Wallen Road Hawthorn, VIC 3122
Start time: 8:30am | End time: 10:15am (AEST)
Sydney | Tuesday 29 August
Ivy Sunroom
330 George Street Sydney, NSW 2000
Start time: 12:30pm | End time: 2:15pm (AEST)
Brisbane | Wednesday 30 August
Victoria Park Golf Course
309 Herston Road Herston, QLD 4006
Start time: 12:30pm | End time: 2:15pm (AEST)
Adelaide | Friday 1 September
The Hilton Adelaide
233 Victoria Square Adelaide, SA 5000
Start time: 12:30pm | End time: 1:45pm (ACST)
Masterclass Overview
Have you ever wondered whether your clients think leaving a legacy is achievable? Do they have a plan in place to bring their goals to fruition? And are they aware of the best tools to transfer wealth in the most tax-effective, flexible and efficient way for them?
We’re focused on continuing to offer innovative, tax-effective investment solutions to help you and your clients build, protect, leave and preserve their legacy over their lifetime.
Build and protect their legacy
Build their wealth tax-effectively with an investment bond and save on tax through our Tax Optimised Investment series, without taking on any additional investment risk.
Leave and preserve their legacy
Transferring their wealth with ease and peace of mind through our investment bonds’ estate planning features.
Enjoy the dignified retirement they deserve
Optimising retirement wealth with a guaranteed income for life alongside giving them the confidence that they’ll be able to leave something behind.
Presenters
Grant Hackett OAM (VIC, NSW, QLD and SA)
Chief Executive Officer
Grant joined the Generation Life Executive Team in September 2017. With over 12 years of experience, Grant has held many senior positions across marketing, distribution and wealth management for Westpac and BT Financial Group. Grant’s qualifications include an Executive Masters of Business Administration with first class honours, a Diploma of Business Law and a Diploma of Financial Services. Prior to his corporate career, Grant was a multiple Olympic champion representing Australia in swimming and has held numerous world records.
Felipe Araujo (WA)
Executive Director and General Manager
Felipe is Generation Life’s Executive Director and General Manager of Distribution, Marketing & Operations. He joined the Group in October 2017 as Head of National Key Accounts and in January 2019 was appointed General Manager of Distribution. Felipe joined the Group from the Westpac Bank where he held several leadership and national strategy positions, most recently as Director of the Westpac Premium Victoria team, responsible for the first acquisition focused team. He has over 10 years’ experience in financial services across Australia and Brazil. Previously, Felipe held key positions at Accenture Group, Investments XP based in Brazil and Director role at the Australia Brazil Chamber of Commerce. Felipe holds a Bachelor of Economics and Finance and is currently studying to complete his level 2 CFA.
Andrew Inwood (VIC, NSW and QLD)
Founder and Principal of CoreData
Andrew Inwood is the founder and principal of CoreData and has more than 30 years’ experience in the Australian financial services industry. He started his career at Rothschild Australia Asset Management where he headed the marketing team, before moving to AMP Investments where he spent more than a decade. During his time at AMP, he was seconded to Virgin Direct in the UK to help establish the finance and investment arm of the group.
Andrew returned to Australia to be marketing director of Wizard Home Loans. From Wizard he moved to Telstra where he spent three years as general manager of applications and hosted services, before leaving to start CoreData. In the past 10 years, CoreData has expanded out of Sydney to have offices in Perth, London, Boston and Manila.
Andrew is the author of more than 50 pieces of significant research into clients and their behaviour and has a particular focus on the value of the client experience in financial services. He is a highly regarded speaker and has delivered keynote speeches in every Australian capital city, London, Edinburgh, New York, Tokyo, Queenstown, Monaco and Berlin.
Andrew has served on a number of charity and sporting club boards and been a seed investor in and director of a number of start-up businesses, particularly in the online sector, a practice which he continues to this day.
He has a Bachelor of Economics from the University of Sydney ASIA.
Andrew returned to Australia to be marketing director of Wizard Home Loans. From Wizard he moved to Telstra where he spent three years as general manager of applications and hosted services, before leaving to start CoreData. In the past 10 years, CoreData has expanded out of Sydney to have offices in Perth, London, Boston and Manila.
Andrew is the author of more than 50 pieces of significant research into clients and their behaviour and has a particular focus on the value of the client experience in financial services. He is a highly regarded speaker and has delivered keynote speeches in every Australian capital city, London, Edinburgh, New York, Tokyo, Queenstown, Monaco and Berlin.
Andrew has served on a number of charity and sporting club boards and been a seed investor in and director of a number of start-up businesses, particularly in the online sector, a practice which he continues to this day.
He has a Bachelor of Economics from the University of Sydney ASIA.
Register now by selecting a location below:
Unable to attend?
If you're unable to attend but would like to find out more about our innovative solutions, please fill up the form below and we will be in touch.
Source:
1. Vickovich, A, 2021, “Baby Boomers to pass on $224b a year by 2050”, published in The Australian Financial Review on 7 December 2021
2. Generation Life – Locking In The Next Generation by Core Data 2022
3. https://www.firstlinks.com.au/turning-point-2020s-baby-boom-retirement-surge
4. Generation Life Estate Planning Research by Core Data 2020