The Wealth Guide Podcast
Welcome to The Wealth Guide Podcast, where we discuss and explore ways of helping individuals and businesses achieve their financial goals.
Discover a plethora of knowledge in each episode from our hosts, and industry guest speakers and gain deeper insights and tools to help you make the right choice for a brighter future.
Disclaimer: The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.
The Wealth Guide Podcast is proudly brought to you by Ryker Capital.
The Wealth Guide Podcast
Think Paying Less Tax is Impossible? This Unusual Strategy Proves Otherwise ft. Grant Hackett | The Wealth Guide Podcast Ep. 12
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In this episode of The Wealth Guide Podcast, we have Grant Hackett, a former renowned Olympic swimmer turned financial expert and CEO of Generation Life.
Grant talks about his transition from professional sports to the finance industry and sheds light on the concept of investment bonds.
He discusses the tax efficiency of investment bonds, their flexibility in terms of contributions and withdrawals, and the benefits of these bonds in estate planning.
If you want to learn about innovative & tax-effective investment strategies, then make sure to listen to this episode!
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SHOW NOTES LINKS
https://www.linkedin.com/in/grant-hackett-oam-30820225/
https://www.instagram.com/grant__hackett/
https://genlife.com.au/
https://www.linkedin.com/company/generation-life-australia/
https://rykercapital.com.au/
https://www.linkedin.com/in/ray-regmi-3a267539/
https://www.linkedin.com/in/dean-desoukey-a6651093/
https://www.linkedin.com/in/tamara-storey/
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TIME STAMPS:
00:00 - Intro
02:48 - Grant's Career Transition: Olympic Swimmer to Financial Planner
04:20 - The Transferable Skills from Swimming to Business
07:06 - What is an Investment Bond?
12:53 - Super & Investment Strategies: "No One Structure is the Silver Bullet"
16:46 - Navigating Through "Bracket Creep" In The Investment Bond Structure Versus Others
21:31 - What is Dollar Cost Averaging & How it Can Benefit Your Loved Ones
27:35 - Investment Bond Structure Benefits for Families & Companies
34:11 - Are Investment Bonds Used for Asset Protection? + The 125% Rule
39:35 - Gen Life Clients: Investing Through Advisors + Individually
41:47 - Understanding the Impact of Tax Liabilities with Your Investments
46:51 - Outro
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DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult