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518 investment bonds (with Generation Life CEO, Felipe Araujo)
Manage episode 479803360 series 2457897
In today's episode, Dev sits down with Felipe Araujo, CEO of Generation Life, to unpack everything you need to know about investment bonds. They cover:
👉🏽 what investment bonds are and how they work
👉🏼 who investment bonds are most suited to
👉🏿 tax benefits compared to investing outside a bond
👉🏻 how asset protection and estate planning features work
👉 fees, investment options, and how to withdraw funds
We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
322 episodes
Manage episode 479803360 series 2457897
In today's episode, Dev sits down with Felipe Araujo, CEO of Generation Life, to unpack everything you need to know about investment bonds. They cover:
👉🏽 what investment bonds are and how they work
👉🏼 who investment bonds are most suited to
👉🏿 tax benefits compared to investing outside a bond
👉🏻 how asset protection and estate planning features work
👉 fees, investment options, and how to withdraw funds
We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
322 episodes
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