Generation Development Group Limited · ASX:GDG
Generation Development — Investor Day (November 2025)
86 slides from Generation Development's investor day presentation, Nov 11, 2025
Slide 1: Investor Day
Generation Development Group | 1 For personal use only Investor Day 11 November 2025 Proud owner of
Slide 2: Contents
Generation Development Group | 2 Contents For personal use only Generation Development Group Our values 3 Generation Life 33 Leadership team 5 Key highlights 8 Lonsec Research and Ratings 50 People, culture and leadership 14 Evidentia Group 69 Break GDG consolidated financials Generation Development
Slide 3: Our values
Generation Development Group | 3 For personal use only Our values Our vision Clarity We simplify complexity to create clarity and understanding — our commitment towards ensuring our customers, shareholders and people understand the why, the how, and the impact of everything we do. Innovation To be A
Slide 4: Owner's mindset
Generation Development Group | 4 Owner’s mindset For personal use only Capital discipline Long-term thinking Accountability Pillars and DNA Every dollar is treated as if it’s their own Decisions are made for enduring We take ownership of – every dollar is spent with purpose to value creation, not sh
Slide 5: Generation Development Group leadership team
Generation Development Group | 5 Generation Development Group leadership team For personal use only Robert Coombe Peter Smith Grant Hackett OAM Terence Wong Amanda Gawne Executive Chairman Executive Director Group Chief Executive Officer Chief Financial Officer Company Secretary Generation Developme
Slide 6: Our operating model: The Generation Development Group way
Generation Development Group | 6 Our operating model: The Generation Development Group way… For personal use only High performance | Accountability | Engagement and energy | Owner’s mindset Vision for our subsidiary businesses To redefine how Australians build and To be Australia’s most trusted rese
Slide 7: Generation Development Group timeline
Generation Development Group | 7 Generation Development Group timeline April 2025 March 2024 ASX200 Investment bonds FUM $3b February 2025 For personal use only $8.00 October 2020 Acquired 37% Evidentia Group July 2017 investment in Lonsec June 2024 Rob Coombe Relinquished Pooled $7.00 joins as exec
Slide 8: Key highlights
Generation Development Group | 8 Key highlights 2025 financial year highlights Q1 2026 highlights For personal use only $30.2m1 170% $19.8m 53%2 Underlying NPAT Lonsec Underlying NPAT $38.2m1 555% $8.4m 74% $4.8bn 34% pcp $1.1bn 58% pcp Investment bonds Investment bonds inflows for Statutory NPAT Ge
Slide 9: FUM growth over the past years
Generation Development Group | 9 FUM growth over the past 5 years For personal use only Generation Life FUM ($b) Evidentia Group FUM ($b)1 $6 $35 $32.6bn $4.8bn $30 $5 25% CAGR $25 76% CAGR $4 $20 $3 $15 $2 $10 $1 $5 $0 $0 FY21 FY22 FY23 FY24 FY25 FY26 Q1 FY21 FY22 FY23 FY24 FY25 FY26 Q1 Lonsec Inve
Slide 10: FY26 new operating structure and products
Generation Development Group | 10 FY26 new operating structure and products Group operating structure For personal use only Decentralised model with independent subsidiaries, each led by its own CEO, executive team, and supporting business unit Performance and capital discipline Capital allocation d
Slide 11: Thematics and trends
Generation Development Group | 11 Thematics and trends For personal use only Tax reforms Wealth Intergeneration wealth transfer Legislative tailwinds Potential tax and >1 million Australians to face top Approximately $5.4 trillion to be • Potential tax reforms superannuation reforms, i.e. Marginal T
Slide 12: Strategic priorities
Generation Development Group | 12 Strategic priorities For personal use only Deepen our relationships Refined operating model Attract and retain top tier that drive market share and deepen competitive talent gains and lasting value moat Leverage BlackRock Maximising potential tax Investing in produc
Slide 13: Mergers & Acquisitions
Generation Development Group | 13 Mergers & Acquisitions Categories and examples For personal use only What does GDG look for? Regulatory Tailwinds Investment bonds Tax reforms Caps to superannuation Financial services, Earnings CAGR of Market Leader and/or Division 296 adjacencies, and bolt-ons 15-
Slide 14: People, culture and leadership
Generation Development Group | 14 For personal use only People, culture and leadership
Slide 15: Workforce snapshot
Generation Development Group | 15 Workforce snapshot Driving sustainable value creation through a skilled, diverse, and engaged workforce For personal use only Total Employees* ~301 ~ 97 ~ 99 ~ 98 60% 40% Brisbane 27 85% engagement survey participation Perth 5 74% favourable engagement score Adelaid
Slide 16: Our values in action
Generation Development Group | 16 Our values in action Powering a high-performance culture For personal use only Performance alignment Pay for performance Our values Individual performance scorecards in STI outcomes directly linked to place for all employees, aligned to scorecard performance, enabli
Slide 17: Remuneration alignment
Generation Development Group | 17 Remuneration alignment Aligning pay with long-term performance and shareholder value For personal use only Risk adjustment Board oversight Balanced metrics Governance and compliance Performance outcomes adjusted for Independent Remuneration STI and LTI tied to finan
Slide 18: Diversity, inclusion and engagement
Generation Development Group | 18 Diversity, inclusion and engagement Building an inclusive organisation for sustainable growth Strengthening gender diversity – 3-year goal For personal use only Female % Nov 2025 Target An engaged and aligned workforce, positioned to deliver GDG Board 50% => 40% sus
Slide 19: GDG consolidated financials
Generation Development Group | 19 For personal use only GDG consolidated financials
Slide 20: FY25 Financial results summary: Consolidated
Generation Development Group | 20 FY25 Financial results summary Generation Development Group Consolidated For personal use only Consolidated Consolidated Change FY254,5 FY24 % Revenue1,2 (A$'000) 141,297 48,510 191 Expenses2 (A$'000) (95,589) (38,199) (150) Underlying profit after tax benefit (A$'0
Slide 21: FY25 Financial results summary: Life/Administration and annuity
Generation Development Group | 21 FY25 Financial results summary Life/Administration and annuity business For personal use only FY25 FY24 Change Change % Revenue1,2 (A$'000) 62,423 48,510 13,913 29 Expenses2 (A$'000) (47,405) (38,199) (9,206) (24) Underlying profit after tax benefit (A$'000) 15,018
Slide 22: FUM growth and underlying financial results: Generation Life
Generation Development Group | 22 FUM growth and underlying financial results Generation Life Revenue ($’000) Underlying NPAT ($’000)1 For personal use only $70,000 $20,000 $60,000 24% CAGR 39% CAGR $15,000 $50,000 $40,000 Revenue increases in line $10,000 $30,000 with FUM growth $20,000 $5,000 $10,
Slide 23: FY25 Financial results summary: Lonsec
Generation Development Group | 23 FY25 Financial results summary Lonsec – Investment Solutions, Research and Ratings1 For personal use only FY24 based on Change FY25 FY242 100% of Lonsec3 %3 Revenue (A$'000) 72,134 - 61,267 18 Expenses (A$'000) (44,341) - (42,854) (3) Underlying profit before tax (A
Slide 24: Lonsec Group underlying financial results
Generation Development Group | 24 Revenue ($'000) EBITDA ($'000) 22% CAGR 72,134 44% CAGR Underlying 61,267 33,032 For personal use only Lonsec 55,716 23,547 financial results 39,286 17,217 Lonsec Group 10,972 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Gross profit1 ($'000) NPAT ($'000) 25% CAGR 40,438
Slide 25: Research and Ratings
Generation Development Group | 25 Research and Ratings Revenue ($'000) Revenue spilt Lonsec Group 17% 42,829 For personal use only 13% 13% Lonsec Research is the market leader in 36,724 investment research. Our core competencies 21% 21% FY24 FY25 are research, ratings, and data providing differentia
Slide 26: Research and Ratings KPIs
Generation Development Group | 26 Products Researched1 SuperRatings – Average revenue per client2, 3 $140,000 120 Research and $120,000 $132,000 For personal use only $118,000 1,870 $100,000 Ratings 80 1,836 $80,000 $92,422 Lonsec Group $60,000 $69,647 $75,553 $75,683 40 $40,000 1,732 $20,000 $0 0 F
Slide 27: Lonsec Investment Solutions
Generation Development Group | 27 Lonsec Investment Solutions For personal use only Lonsec Investment Solutions offers a broad range of investment offerings through Managed Account (IMAs & SMAs)1 solutions. Revenue ($'000) Gross profit2 ($'000) 60% CAGR 94% CAGR 14,008 29,023 24,543 10,981 9,582 21,
Slide 28: FY25 Financial results summary: Evidentia Group
Generation Development Group | 28 FY25 Financial results summary Evidentia Group1,2 For personal use only FY25 FY24 Change Change % Revenue (A$'000) 16,530 10,132 6,398 63 Expenses (A$'000) (9,231) (6,500) (2,731) (42) Underlying profit before tax (A$’000) 7,299 3,632 3,667 101 Income tax expense (A
Slide 29: Overview of Evidentia
Generation Development Group | 29 Overview of Evidentia One of Australia’s leading providers of investment management and tailored Managed Account solutions Business Overview Financial Snapshot2 ($m) For personal use only • Evidentia is one of Australia’s leading providers of investment management R
Slide 30: Managed Accounts FUM Lonsec Investment Solutions and Evidentia Group
Generation Development Group | 30 Managed Accounts FUM Lonsec Investment Solutions and Evidentia Group For personal use only $29.6bn FUM as at June 2025 Closing FUM in $bn 14.8 13.5 14.8 13.3 12.7 11.7 10.4 10.6 9.8 8.8 9.1 8.2 7.5 6.4 3.1 3.6 2.3 2.8 0.8 1.3 1.6 2.0 0.7 Jun-20 Sep-20 Dec-20 Mar-21
Slide 31: Pro Forma FY26 financial reporting
Generation Development Group | 31 Pro Forma FY26 financial reporting Generation Development Group Consolidated For personal use only Corporate Generation Life Lonsec Evidentia Consolidated Fees - - - - - Other Income - - - - - Total Revenue - - - - - Personnel Expenses - - - - - Marketing and promot
Slide 32: For personal use only
Generation Development Group | 32 For personal use only Australia’s market leader Australia’s market-leading Australia’s leading in investment bonds and investment research house companies in the lifetime annuities Managed Account sector Felipe Araujo Lorraine Robinson Michael Wright Chief Executive
Slide 33: Felipe Araujo, CEO Generation Life
For personal use only Felipe Araujo Chief Executive Officer Generation Life
Slide 34: Discover Generation Life
34 | Generation Life Discover Generation Life For personal use only Generation Life is the market leader and innovator in tax-aware investing, intergenerational wealth transfer, succession planning, and retirement income solutions. >$4.8bn #1 provider of in FUM1 investment bonds 60% market share of
Slide 35: Our market-leading and innovative solutions
35 | Generation Life Our market-leading and innovative solutions For personal use only Investment Bonds FuneralBond LifeIncome A powerful yet highly tax-effective A simple and tax-effective investment A first-of-its-kind investment-linked wealth accumulation structure that designed to help Australia
Slide 36: Testimonial by Les McGuire
36 | Generation Life For personal use only Testimonial by Les McGuire Managing Director, Future Proof Wealth Refer to page 85 of this presentation for a transcript of the video recording shown at the GDG Investor Day.
Slide 37: Our vision
37 | Generation Life For personal use only Our vision To redefine how Australians build and protect the wealth of each generation – through relentless innovation, market-leading products, and a bold commitment to shaping a more secure and prosperous financial future. Continue to be the most tax- Lea
Slide 38: FY26 Q1 movements for the quarter and year
38 | Generation Life FY26 Q1 movements for the quarter and year $1,136m For personal use only Sales inflows September Annual Sales & Net Inflows $m (as at 30 September 2025) Funds Under Management $m (September) 2024 to September 2025 $1,015 4,816 $330m Sales inflows June 2025 to $780 25% CAGR Septe
Slide 39: #1 in market share and annual inflows
39 | Generation Life Generation Life #1 in market share and annual inflows For personal use only Annual market share inflows as at 30 June 2025 Market share by FUM as at 30 June 2025 $40m $4,392m $91m $3,747m $197m Generation Life Australian Unity Group Futurity Investment Group $273m $1,015m Centur
Slide 40: Division 296: riding the next wave of investment opportunity
40 | Generation Life Division 296 Riding the next wave of For personal use only investment opportunity 77,400 Balances above $3m and under $10m $425bn 5,600 Total value of balances impacted Balances above $10m and under $50m 100 Balances above $50m Source: Treasury, Impact Analysis, Better Targeted
Slide 41: Over one million Australians could face top Marginal Tax Rate by 2030
41 | Generation Life Over 1 million Australians could face top Marginal Tax Rate by 20301 For personal use only Net tax paid by workers on the top MTR2 5.3% 6.0% Share of tax paying population 5.0% 4.0% 3.0% 2.0% 1.0% 0.0% 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-
Slide 42: Our track record on delivering tax alpha
42 | Generation Life Our track record on delivering tax alpha… For personal use only Performance comparison of Generation Life Tax Effective Australian Share Fund As at 30 September 2025 Tax Optimised 47% individual 39% individual Tax Optimised Headline investment gross after-tax MTR after-tax MTR a
Slide 43: The great wealth transfer opportunity
43 | Generation Life The great wealth transfer opportunity For personal use only As a nation, we are on the cusp of the $5.4 trillion $224 billion largest intergenerational wealth transfer we have ever seen. Approximate amount of assets held Estimated to be passed on as by Baby Boomers1 inheritances
Slide 44: Investment bond estate planning benefits
44 | Generation Life For personal use only Investment bond estate planning benefits Life insurance contract Non-estate asset Tax-free proceeds A type of life insurance policy which Investment bonds can be structured as Proceeds on death are paid tax-free is investment-based governed by the a non-est
Slide 45: The ageing population – The silver tsunami
45 | Generation Life For personal use only The ageing population – The silver tsunami… Australians aged 65+ (% of population) Sources: ABS Population Projections 2022-base; Treasury IGR 2023. 23.4% 2063 17.2% 2023
Slide 46: The rise of superannuation assets in accumulation and decumulation
46 | Generation Life The rise of superannuation assets in accumulation and $7.5t For personal use only decumulation in Australia It’s estimated that total superannuation assets will rise from $4.3 trillion today to around $11.2 trillion by 20431, with retirement-phase (decumulation) assets projected
Slide 47: FY26 Priorities
47 | Generation Life FY26 Priorities For personal use only Revenue growth Revenue growth Revenue growth Scalability Experience Enhance investment Generation Life Superannuation Invest in our Technology bonds value BlackRock white label technology stack experience – proposition and new strategic alli
Slide 48: Lonsec Research and Ratings
Generation Development Group | 48 For personal use only Lonsec Research and Ratings Australia’s market-leading investment research house Australia’s market leader Australia’s market-leading Australia’s leading in investment bonds and investment research house companies in the lifetime annuities Mana
Slide 49: Lorraine Robinson, CEO Lonsec Research and Ratings
For personal use only Lonsec Research and Ratings Lorraine Robinson Chief Executive Officer Lonsec Research and Ratings
Slide 50: Research reports and product ratings
Research reports & product Lonsec Research is the market leader ratings in investment research. Our core ETF, LIC/LIT & competencies are managed fund ASX200 research research, ratings, and data providing differentiated insights. For personal use only On-demand research SMART Research Tool SuperRatin
Slide 51: Market Size and Target Client
Market Size Target Client A$4.8tn managed funds FUM1 Fund Managers For personal use only A$300bn ETP FUM2 Super Funds A$4.3tn super assets3 Service Providers Regulators ~15,467 registered financial advisers4 Advisers 1. Australian Bureau of Statistics - December 2023 3.APRA Superannuation Statistics
Slide 52: Lonsec Research – Market Leader
For personal use only Lonsec Research – Market Leader
Slide 53: Why we are the Market Leader
Why we are the Market Leader For personal use only Brand & Trust Unparallelled Market Research Distribution Leader Breadth Research Excellence Lonsec Research and Ratings Page 53
Slide 54: Lonsec Research: Rated Products
Lonsec Research: Rated Products 2000 Comprehensive research For personal use only 1800 1600 8% CAGR coverage 1400 New products rated in FY25: 187 1200 1000 - On-demand: 64% (up from 46% in FY24) 800 600 - In cycle: 36% 400 Fund Managers rated: 340 200 0 - New Fund Managers added in FY21 FY22 FY23 FY
Slide 55: Research excellence underpinned by quality
Research excellence For personal use only underpinned by quality Named Best Research House by Adviser Ratings in the 2025 Financial Advice Landscape Report Lonsec Research and Ratings Net Promoter Score 2020 2021 2022 2023 2024 2025 Lonsec led other categories including Breadth of Research, Timeline
Slide 56: Unparalleled distribution reach
Lonsec Research and Ratings Research House Penetration1 2020 2021 2022 2023 2024 2025 Unparalleled distribution 25% For personal use only 29% 40% 43% reach 44% Highest Research House Penetration of all research 45% houses in 2025 (increase from 25% to 45% between 0% 10% 20% 30% 40% 50% 2020–2025) Fi
Slide 57: Financials
For personal use only Financials
Slide 58: Revenue
Revenue Revenue (A$m) Lonsec Research and Ratings business is the For personal use only 9.6% CAGR 42.8 best in the market and has a highly resilient 36.7 revenue model. 34.2 32.5 Excellent recognition and reputation across all brands has led to a market leading position demonstrated by strong revenu
Slide 59: Gross Profit
Gross Profit Gross Profit (A$m1) Strong industry and regulatory tailwinds are For personal use only 22% CAGR 62% 55% driving demand for high-quality research and 45% 49% ratings. 26.4 20.3 Margin improvement driven by increased 16.8 14.6 investment in technology and continuous process optimisation.
Slide 60: Industry Landscape
For personal use only Industry Landscape
Slide 61: Addressable Market
Addressable Market For personal use only Managed Fund Research Market 3,059 products Addressable market 1,836 rated 60% market penetration products Exchange Traded Product Listed Investment Vehicle Managed Fund Super/Pension Separately Managed Account Strong reputation and position in market. Good o
Slide 62: Market Growth: Managed Funds & ETPs
Market Growth: Managed Funds & ETPs Growth in Number of Managed Funds Exchange Traded Product Registrations For personal use only 12.0% 400 10.0% 360 8.0% 15% CAGR 6.0% 320 4.0% 280 2.0% 240 0.0% 2022 2023 2024 2025 200 Market Lonsec F2021 F2022 F2023 F2024 F2025 3 Year CAGR Managed Funds 6% Lonsec
Slide 63: Market Growth: Superannuation
Market Growth: Superannuation Superannuation Fund Assets & Super Guarantee Rate1 For personal use only 8.5% 5 Yr 14.0% Funds are growing (8.5% 5 yr p.a.) and $4,000 CAGR 12.0% their needs are increasing. $3,000 10.0% 8.0% This has been accelerated by account $2,000 6.0% stapling, which is re-rating
Slide 64: Opportunities and where we will win
For personal use only Opportunities and where we will win
Slide 65: Opportunities
Opportunities For personal use only Core Market Growth Expanding Client Value Outperform System Growth Sponsorship & Marketing Expand Managed Account Coverage Content Creation Enhance Adviser Analytics & Insights Services Extending the Leveraging AI Lonsec Franchise Deeper Insights & UK Market for A
Slide 66: FY26 Priorities
FY26 Priorities Ongoing growth from core ratings and research activities to be complemented by initiatives to For personal use only reach new clients, offer new services to existing clients and deliver further efficiencies. Enhance service Investment AI offering to existing governance enablement cli
Slide 67: For personal use only
Generation Development Group | 67 For personal use only Australia’s market leader Australia’s market-leading Australia’s leading in investment bonds and investment research house companies in the lifetime annuities Managed Account sector Felipe Araujo Lorraine Robinson Michael Wright Chief Executive
Slide 68: Michael Wright, CEO Evidentia Group
For personal use only Michael Wright Chief Executive Officer Evidentia Group
Slide 69: Key Forces Fueling Managed Account Growth
Key Forces Fueling Managed Account Growth For personal use only 1 2 3 4 5 Regulation and Supply gap vs soaring Platform scale and Consolidation and Adviser adoption & governance demand technology enablement legacy book migration efficiency gains8 • FOFA reforms introduced best- • Platforms are expan
Slide 70: Big Pools, Big Growth: Managed Accounts Just Getting Started
Big Pools, Big Growth: Managed Accounts Just Getting Started For personal use only Managed accounts comprise 16% of Total Assets Under Advice, doubling since 2020 — with significant headroom to go Total Investible Wealth Advice Market AUA Platforms Market AUA Managed Accounts AUA ($t, Jun-20 – 25) (
Slide 71: Seizing the Opportunity – Three Leaders, One Market
Seizing the Opportunity – Three Leaders, One Market Force CAGR For personal use only CAGR (20-25) (25-30) 520Bn 26% 15% 27 10% 2% Other 110 13% MDA 10% Individually Managed Ready-Made Tailored Accounts Managed Accounts Managed Accounts 55 Internalised 37% 15% SMA Size1 $2.5Bn $9.7Bn $20.4Bn 147 Read
Slide 72: Evidentia Group Strategy: Accelerated Growth Plan
For personal use only Evidentia Group Strategy Accelerated Growth Plan (AGP) 3-year strategy FY26 to FY28
Slide 73: Our Purpose and Vision
Our Purpose and Vision For personal use only Purpose: We exist to grow through trusted relationships — so Vision: To be the undisputed leader in managed accounts — by our clients and people can thrive in business and life. delivering an exceptional experience trusted by advisers, valued by investors
Slide 74: Our Business Model – One investment kitchen, multiple client dining rooms
Our Business Model – One investment kitchen, multiple client dining rooms For personal use only MULTIPLE CLIENT DINING ROOMS • Right client, right solution at the right price SINGLE INVESTMENT • Disciplined distribution model and client segmentation. ENGINE Economics Private Wealth Investment Specia
Slide 75: Our Strategic Pillars (and associated 2028 KPIs)
Our Strategic Pillars (and associated 2028 KPIs) For personal use only 1. 2. 3. 4. 5. Advice Managed Distribution People Scalability Accounts Composite NPS 3yr FUM exceeds Net Inflows 3yr total Key Staff retention EBITDA Margin CAGR 10% to 551 $65 -$75bn $28-$33bn above 90% 50%+ The go-to partner to
Slide 76: Key Proof Points
For personal use only Key Proof Points
Slide 77: Our Edge: Advice-Led, Growth driven collaborations
Our Edge: Advice-Led, Growth driven collaborations For personal use only We build around advice — empowering firms to Our Approach: grow, perform, and deliver better client outcomes. Communications Richer client contact to Our Service: reinforce CVP & support pricing - 43 touchpoints via Investment
Slide 78: Client Case Study: Advice-Led, Growth driven collaboration
Client Case Study: Advice-Led, Growth driven collaboration For personal use only Outcome of moving to SMAs How? Revenue $300,000 uplift in 18 months Re-set the value chain and increased client fees by 10 bps This value chain reset also ensured clients were at least 20bps (more in many cases) better
Slide 79: Unrivalled Reach Across Managed Accounts — Product Agnostic
Unrivalled Reach Across Managed Accounts — Product Agnostic For personal use only Leadership across Managed Accounts — innovating to drive adviser success and client outcomes Managed Discretionary Individually Managed Separately Managed Accounts (SMA) Account (MDA) Account (IMA) Managed portfolio of
Slide 80: Unmatched Distribution Power – Reaching More Advisers
Unmatched Distribution Power – Reaching More Advisers For personal use only 29 Team Members Strategic Initiatives 1.7X System Growth The most resourced sales & marketing Strategic collaborations with market team in the MA market — driving leaders (Vanguard, BlackRock, Wilshire, 44.9% growth, winning
Slide 81: Capital allocation and outlook
Generation Development Group | 81 For personal use only Capital allocation and outlook
Slide 82: Capital Allocation
Generation Development Group | 82 Capital Allocation For personal use only Cash and Earnings Debt Equity Markets Capital 1. 2. 3. Organic growth and expansion of Accretive acquisitions Return of capital - dividends economic moat Invest in businesses where GDG is the Only if we cannot find investment
Slide 83: Generation Development Group outlook
Generation Development Group | 83 Generation Development Group outlook For personal use only Continue to build upon current sales Capitalise on the structural changes in momentum for Generation Life – capitalising wealth management and the increasing on legislative tailwinds that superannuation is n
Slide 84: Next 3-5 years
Generation Development Group | 84 Next 3-5 years Where we are today Where we want to be For personal use only Managed accounts Managed accounts $32.6bn FUM $75bn+ FUM Investment bonds Investment bonds $4.8bn FUM $10bn FUM Lifetime annuities Lifetime annuities $65m FUM $1bn FUM Products research or r
Slide 85: Transcript of Client Testimonial by Les McGuire
Generation Development Group | 85 Transcript of Client Testimonial by Les McGuire on page 36 For personal use only “Hi, I'm Les McGuire, Managing Director and Financial Adviser at Future Proof Wealth.” “With an ever-changing environment, it is important as financial advisers that we partner with the
Slide 86: Thank you
Generation Development Group | 86 Thank you For personal use only Disclaimer This presentation has been approved by the CEO of Generation Development Group. This presentation has been prepared by Generation Development Group Limited ABN 90 087 334 370 (GDG). GDG believes that the information in this
Generation Development Group — Investor Day (November 2025) on 6ix