$3.5 TRILLION 🤯🏡💰 Did you know Australia is part way through the largest intergenerational wealth transfer EVER?! Over the next 20 years, $3.5 trillion will pass to the next generation. This is your chance to build a lasting legacy for your family 🏡 Start with ONE investment property. Build equity and income. Repeat. Stop once you have at least one investment property for every member of your immediate family. For me, it means I need another investment property for my little 2 year old there

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The Opportunity 🌍 Private Wealth Management is projected to reach USD 20Trillion by 2030. (according to BlackRock) One of the biggest concerns among High Net Worth (HNW) families today is Intergenerational Wealth Transfer and ensuring their legacy is structured and protected. The Challenge 🤖 With AI reshaping how insurance and investments are delivered, the market is shifting fast. Product selling is the taxi era. Advisory with AI is the Uber era. Clients no longer want to be sold to — they wa

Giving while you're living and other options for the huge $30-trillion intergenerational wealth transfer