Episode 12: Think Paying Less Tax is Impossible? This Unusual Strategy Proves Otherwise ft. Grant Hackett

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  • Episode 12: Think Paying Less Tax is Impossible? This Unusual Strategy Proves Otherwise ft. Grant Hackett

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Episode Description:

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!

Show Note Links

https://www.linkedin.com/in/grant-hackett-oam-30820225/ 

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://ryker.orangeballtech.com/ 

https://www.linkedin.com/in/ray-regmi-3a267539/ 

https://www.linkedin.com/in/dean-desoukey-a6651093/ 

https://www.linkedin.com/in/tamara-storey/ 

Timestamps:

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