WiZDOM Team – Generational Wealth – 23rd July 2025

In this session, you will explore how to create wealth that not only supports your lifestyle today but also sets up future generations for long-term success.

Presented by Andrew Kubenk, this session breaks down the principles, strategies, and mindset shifts required to build a financial legacy through property and structured investing.

Here’s what you’ll learn from this session:

The Meaning of Generational Wealth

The session begins by defining generational wealth – not just as financial assets passed down, but as the systems, strategies, and education that allow wealth to grow beyond one lifetime. You’ll see why creating a lasting legacy requires both a clear vision and disciplined execution.

Foundations of Legacy Building

You’ll learn about the foundational elements of wealth creation, including property investing, smart finance, and tax-effective structuring. Andrew explains why building in the right entities, such as trusts and companies, is crucial for both asset protection and intergenerational transfer.

Mindset for Long-Term Success

This session highlights the importance of thinking beyond short-term gains. By focusing on long-term growth, compounding, and wealth preservation, you’ll understand how small decisions today create a lasting impact for your children and grandchildren.

Practical Strategies for Investors

You’ll gain insight into practical approaches, including:

• Leveraging equity to expand without overexposing risk.
• Using income streams from property to fund future investments.
• Ensuring assets are structured for smooth transfer and minimal tax leakage.
• Educating the next generation to manage and grow wealth responsibly.

This session empowers you to think bigger than immediate returns—helping you put in place the systems and mindset required to create wealth that lasts for decades.