WHAT’S IMPORTANT ABOUT MONEY TO YOU?
Developing a more secure financial future starts with a plan and a strategy based on your core values around money and wealth
Which values? Important and critical ones such as security, family and social responsibility. These core monetary values dictate how you spend your money from homeownership to travel to stockpiled savings. Every person is different. While we share many common values, each person has their own set of unique values and personal goals. The Generations Family Wealth view on wealth management is not about applying the standard rule of thumb but blending your monetary values with basic needs to formulate an individualized plan. Your family is like a mosaic – unique in all its wonders and beauty, as well as its financial needs.
Our unique, values-based approach addresses your family’s life goals at all stages – from your children, right through to ageing parents – identifying options and opportunities so that, together, you can live those goals! While monetary values don’t change over time, circumstances do which is why Generations Family Wealth with iA Private Wealth, firmly believes that all financial planning needs to be flexible and fluid. So whether you’re dreaming of an active and happy retirement, balancing the care needs of ageing parents, or are concerned about the cost of sending your children to the best universities, we can help.
PLAN • GROW • PROTECT
Generations Family Wealth’s approach to financial services is holistic: combining your values, habits and goals into a plan that gets you focused and on-the-road to creating successes.
…is to provide you and your family with financial in-depth knowledge and advice to build a better today… and the future you want.
…is to listen and take the time to get to know you and your family, exploring financial options that will meet the current needs and future goals at every stage of life for every family member.
…is full transparency and to involve you and your family in every decision about your finances, so there are no surprises. Ever.
outline how your values are translated into financial services.