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GEN X & Y: MAKING GOOD MONEY, WORKING HARDER THAN EVER TO PAY FOR MORTGAGES, CARS, KIDS…

Investment Series - How will Gen X & Y measure up with money management?

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Page 1: Investment Series - How will Gen X & Y measure up with money management?

GEN X & Y: MAKING GOOD MONEY,

WORKING HARDER THAN EVER

TO PAY FOR MORTGAGES, CARS, KIDS…

Page 2: Investment Series - How will Gen X & Y measure up with money management?

BUT ARE WE REALLY

GETTING ANYWHERE?

Page 3: Investment Series - How will Gen X & Y measure up with money management?

IN THE 3 YEARS T0 2015...

Page 4: Investment Series - How will Gen X & Y measure up with money management?

THE TOP 20% OF AUSTRALIANS’

HOUSEHOLD NET WEALTH

GREW BY OVER 8%*

* Source: McCrindle Research, ABS Statistics 2015, Third quintile household net wealth growth

Page 5: Investment Series - How will Gen X & Y measure up with money management?

THE MIDDLE 20% OF AUSTRALIANS?

LESS THAN 1%*

* Source: McCrindle Research, ABS Statistics 2015, Third quintile household net wealth growth

Page 6: Investment Series - How will Gen X & Y measure up with money management?

THE TOP 20% ARE NOW WORTH OVER 7O TIMES THE BOTTOM 20%...

THE BIGGEST GAP ON RECORD

* Source: McCrindle Research, ABS Statistics 2015

Page 7: Investment Series - How will Gen X & Y measure up with money management?

OVER THE SAME PERIOD, RETIREES

GREW THEIR WEALTH BY 14.2%

3

* Source: McCrindle Research, ABS Statistics 2015

Page 8: Investment Series - How will Gen X & Y measure up with money management?

HOW DID GEN X&Y WEALTH FARE?

JUST 2.8% GROWTH

3

* Source: McCrindle Research, ABS Statistics 2015

Page 9: Investment Series - How will Gen X & Y measure up with money management?

THE TRUTH IS,

EVERYDAY GEN X & Y AUSTRALIANS ARE FALLING FURTHER BEHIND

Page 10: Investment Series - How will Gen X & Y measure up with money management?

BUT EVERYTHING’S ABOUT TO CHANGE.

OVER THE NEXT 15 YEARS, GEN X & Y WILL INHERIT $3 TRILLION*

* Source: Telstra Digital Investor

Page 11: Investment Series - How will Gen X & Y measure up with money management?

PROBLEM SOLVED, RIGHT?

Page 12: Investment Series - How will Gen X & Y measure up with money management?

LESS THAN HALF OF GEN X & Y ARE

CONFIDENT MANAGING MONEY

* Source: Telstra Digital Investor

Page 13: Investment Series - How will Gen X & Y measure up with money management?

AND HISTORY SHOWS THAT

70% WILL LIKELY LOSE IT ALL

* Source: Williams Group, 2014

Page 14: Investment Series - How will Gen X & Y measure up with money management?

THAT WOULD BE

$2.1 TRILLION LOST

Page 15: Investment Series - How will Gen X & Y measure up with money management?

WITHOUT HELP, WE ARE FACING AN

ECONOMIC TSUNAMI

OF CATASTROPHIC PROPORTIONS

Page 16: Investment Series - How will Gen X & Y measure up with money management?

THAT’S WHY WE’VE COMMITTED TO INSPIRING & ENABLING AUSTRALIANS TO

MAKE THE PENSION IRRELEVANT

Page 17: Investment Series - How will Gen X & Y measure up with money management?

WE’VE ALREADY REACHED 2 MILLION AUSTRALIANS THROUGH THE INVESTMENT SERIES

Page 18: Investment Series - How will Gen X & Y measure up with money management?

OUR GOAL?

Page 19: Investment Series - How will Gen X & Y measure up with money management?

1,000,000 AUSTRALIANS

IN OUR POSSIBILITIES LEARNING PROGRAM

Page 20: Investment Series - How will Gen X & Y measure up with money management?

WANT TO JOIN US?

email us at [email protected]