September 2017

E Bangit Family Trust ABN 89 197 760 369 trading as Intergenerational Wealth is an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706. If you no longer wish to receive direct marketing from us you may opt out by calling us on the phone number under our contact details. You may still receive direct marketing from AMP as product issuer, bringing to your attention products, offerings or other information that may be relevant to you. If you no longer wish to receive this information you may opt out by contacting AMP on 1300 157 173. This document contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making any strategy or products decision.

Welcome to the latest edition of our client newsletter, Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future. In this edition we discuss six traits of Australians living the dream and provide you with information on money can buy you happiness, you’re just spending it wrong and planning is the key to making it financially. If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us. In the meantime we hope you enjoy the read. All the best, Emilio and the team at Intergenerational Wealth

Intergenerational Wealth6/ 8 Eddy Street Moonee Ponds Vic 3039P (03) 9326-1594 F 03 9304 1495 M 0451-205-855 E ebangit@igwealth.com.au W www.igwealth.com.au

Having the lifestyle of my choice 57%Having financial freedom & independence 54%

Having safety and security 49%Owning a home 41%Having a family 41%

Pursuing hobbies and interests 40%Having no regrets 38%

Freeing up time with those I love 38%Setting myself up financially for retirement 37%

Travelling the world 36%Having a plan for the future 29%Completing my bucket list 21%

Excelling in my current career 21%Having an impact on my local community 11%

Pursuing a new career 8%Having an impact globally 8%

0% 10% 20% 30% 40% 50% 60%