Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and strategic uses of investment bonds across different client demographics, and how they can complement superannuation and provide effective wealth transfer and estate planning solutions. Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Generation Life Website: https://genlife.com.au/ To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/