LTMA Launch Pad Session 10: The “Inbetweeners” – Advising Generation X (Australian Unity)

Explore this critical component of the advice process for Inbetweener clients

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This is a recording of LTMA Launch Pad Session 10: The “Inbetweeners” – Advising Generation X

This session, brought to you by our partners at Australian Unity will explore this critical component of the advice process for Inbetweener clients. The GEN Xer’s – the generation many forgot about!

Generation X – those born between 1965-1980, are often referred to as the forgotten generation, and have very different priorities and investment goals to the Baby-Boomers that preceded them. Tried and true strategies that work for Baby Boomers quite often miss-the-mark for clients of subsequent generations.

This session identifies the needs and concerns that keep the Gen Xer’s awake at night, and how the Investment Bond Renaissance and a range of strategies can help Gen X clients achieve their lifestyle goals and objectives.

In this session, Australian Unity will delve into:

  • Identification of the very different goals and objectives that Gen X clients have and what their motivators are.
  • The recently proposed tax changes, and how a range investment bond strategies can help advice providers further engage with both new and existing Gen X clients.
  • The question of where is an investment Bond appropriate, and where it is not?

Session run by: Kellie Crouch & Ryan Francis (Australian Unity)

CPD Allocation – 0.75 Hours Technical | Managed Investments (ASIC)

Your Instructor

Kellie Crouch & Ryan Francis
Kellie Crouch & Ryan Francis

About Kellie...

Commercial business leader with an extensive Human Resources background with proven success across both business and HR functions including commercial execution, commercial management, generalist and specialist human resources, global operations, shared services delivery management, capability and organisation development. Experience gained in Financial Services and Wealth Management, Professional Services, Banking, Health and the Arts.

About Ryan...

Ryan has 10 years industry experience and joined Lifeplan in 2015. His previous position was in financial planning, working as a financial planner in the business and corporate banking areas of one of the big for banks. Ryan holds a Bachelor of Business majoring in both Accounting & Finance.

Frequently Asked Questions

When does the on demand Session start and finish?
The on demand session starts now and never ends! It is a completely self-paced online replay - you decide when you start and when you finish.
How long do I have access to the on demand session?
How does lifetime access sound? After enrolling, you have unlimited access to this on demand session for as long as you like - across any and all devices you own.
Will I get CPD points for this on demand session?
Absolutely... but you'll need to enrol in the school and provide us with your Full Name and email address + complete 100% of the "Course" including all LECTURES to qualify... the good news is when you complete the "Course" you will get your CPD certificate sent to you automatically. NB - CPD points only apply currently to Australian Financial Advisers

If you liked this session be sure to check out and 'enrol' in any of our other LTMA Launch Pad sessions as well.

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