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Creating Generational Wealth #3

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Manage episode 483934742 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across generations.

Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Not Tomorrow's Problem: https://genlife.com.au/not-tomorrows-problem

For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

1042 episodes

Artwork
iconShare
 
Manage episode 483934742 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across generations.

Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Not Tomorrow's Problem: https://genlife.com.au/not-tomorrows-problem

For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

1042 episodes

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