Our goal for the future of financial services
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Transcript of Our goal for the future of financial services
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GEN X & Y: MAKING GOOD MONEY,
WORKING HARDER THAN EVER TO PAY FOR MORTGAGES, CARS, KIDS…
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BUT ARE WE REALLY
GETTING ANYWHERE?
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IN THE 3 YEARS T0 2015...
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THE TOP 20% OF AUSTRALIANS’ HOUSEHOLD NET WEALTH
GREW BY OVER 8%*
* Source: McCrindle Research, ABS Statistics 2015, Third quintile household net wealth growth
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THE MIDDLE 20% OF AUSTRALIANS?
LESS THAN 1%*
* Source: McCrindle Research, ABS Statistics 2015, Third quintile household net wealth growth
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THE TOP 20% ARE NOW WORTH OVER 7O TIMES THE BOTTOM 20%...
THE BIGGEST GAP ON RECORD
* Source: McCrindle Research, ABS Statistics 2015
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OVER THE SAME PERIOD, RETIREES
GREW THEIR WEALTH BY 14.2%
3
* Source: McCrindle Research, ABS Statistics 2015
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HOW DID GEN X&Y WEALTH FARE?
JUST 2.8% GROWTH
3
* Source: McCrindle Research, ABS Statistics 2015
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THE TRUTH IS, EVERYDAY GEN X & Y AUSTRALIANS ARE
FALLING FURTHER BEHIND
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BUT EVERYTHING’S ABOUT TO CHANGE.
OVER THE NEXT 15 YEARS, GEN X & Y WILL
INHERIT $3 TRILLION*
* Source: Telstra Digital Investor
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PROBLEM SOLVED, RIGHT?
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LESS THAN HALF OF GEN X & Y ARE
CONFIDENT MANAGING MONEY
* Source: Telstra Digital Investor
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AND HISTORY SHOWS THAT
70% WILL LIKELY LOSE IT ALL
* Source: Williams Group, 2014
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THAT WOULD BE
$2.1 TRILLION LOST
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WITHOUT HELP, WE ARE FACING AN
ECONOMIC TSUNAMI OF CATASTROPHIC PROPORTIONS
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THAT’S WHY WE’VE COMMITTED TO INSPIRING & ENABLING AUSTRALIANS TO
MAKE THE PENSION IRRELEVANT
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WE’VE ALREADY REACHED 2 MILLION AUSTRALIANS THROUGH THE INVESTMENT SERIES
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OUR GOAL?
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1,000,000 AUSTRALIANS IN OUR POSSIBILITIES LEARNING PROGRAM
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WANT TO JOIN US? email us at [email protected]