Dear SAPEPAA Advisers,
I hope this message finds you well and building your Family Wealth Protection practice. With $10,000Bn to change hands over the next 20 years - much of it property, superannuation and business assets FWP grows day by day.
Today I have some exciting news to share that promises to elevate our profession and your career to unprecedented heights.
Discover the Ultimate Guide: Family Wealth Protection in Australia
My new book is currently undergoing the edit process and will be launched in early September 2024 and in my view, "Family Wealth Protection in Australia," will be a game-changer for you, your clients and Australian families. This comprehensive guide is designed to empower the reader with cutting-edge ideas, actionable insights, and advanced strategies necessary to safeguard family wealth for generations to come.
Here's why you as a Board Certified SAPEPAA Adviser should be super excited:
1. Portraying You as the Best of the Best
This book highlights the critical role of SAPEPAA advisers, showcasing your unparalleled expertise and dedication. It portrays you as the elite guardians of family wealth, emphasising your importance in the complex world of estate planning, asset protection, and succession planning. Your knowledge and skills are depicted as vital to securing the financial future of countless families. The book covers the strategies but only you know how to implement them!
2. Launching Family Wealth Protection into the Stratosphere
This book is more than just a guide; it’s a movement. Here are three reasons why it's set to revolutionise our field:
Innovative Strategies: The book introduces groundbreaking strategies that will redefine family wealth protection, making your advisory services even more indispensable.
Real-World Applications: With detailed case studies and practical examples, you'll be equipped to discuss the most challenging scenarios with your clients with confidence and precision.
Comprehensive Coverage: From trusts to superannuation, from tax implications to succession planning, this book covers it all, ensuring you have the knowledge to provide holistic and robust advice to your clients.
It is time for all of us to breakthrough and make our name in the Succession, Asset Protection and Estate Planning field - Australian families love it once they understand it - which is why I wrote the book in the first place. But please make sure you stay up to date and if you really want to advance your SAPEPAA Adviser career you must come to ......
The Koh Samui Conference: 5 - 7 October 2024
To truly bring the concepts of this book to life, SAPEPAA is hosting an exclusive conference in Koh Samui from 5-7 October 2024. This isn’t just another series of lectures; it’s a hands-on, action-packed case study intensive designed to test your skills and knowledge in real-world settings. Here's why you cannot afford to miss it:
Real Action Time: Intensive Case Studies
We will delve into four intensive case studies that address the most challenging areas in SAPEPAA advising. These sessions are designed to push you to your limits, fostering growth and learning in a competitive, engaging environment. It’s time to see who among us is truly the best of the best.
2. Networking and Collaboration
This conference is a unique opportunity to connect with your peers, share insights, and collaborate on innovative solutions. The relationships you build here will be invaluable as we continue to lead the way in family wealth protection.
3. Exclusive Insights and Tools
Gain access to exclusive insights and tools that are not available anywhere else. The knowledge and skills you acquire at this conference will set you apart in your field, positioning you as a leading expert in family wealth protection.
Join Us
Mark your calendars and prepare for an event that will not only elevate your practice but also transform the future of family wealth protection. Let’s come together to celebrate our achievements, learn from each other, and drive our profession forward.
For more details and to secure your spot, visit: https://www.sapepaa.org.au/event-details/sapepaa-international-advisers-conference-koh-samui-2024.
I look forward to seeing you in Koh Samui and embarking on this exciting journey together!
Best regards,
Grant Abbott
Chairman, SAPEPAA
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