Generational Financial Advice Pty Ltd is a Brisbane based planning firm providing financial advice on a fee for service basis.

What is generational financial advice ?

From time to time, most people need external professional advice to assist them in planning for the changing circumstances in their lives. Some changes occur through the natural passage of time, while others occur as a consequence of external factors such as legislation or demographic change.

Examples of natural changes which impact upon the need for advice are:

  • changing family and lifestyle goals which require the accumulation and protection of wealth
  • preparing for retirement
  • business succession planning, and
  • estate planning

Examples of external changes are:

  • the effect of an ageing population on the future funding of government pensions and health services, and
  • economic conditions which have created substantial wealth, giving many individuals the opportunity to use their wealth for family and charitable purposes

Our Clients

Typically our clients are busy, successful people. They use our service to identify issues, develop strategies, and prioritise and drive implementation.

Our clients are a diverse group, from people starting their careers, right through to retirees. As our service is tailored to individual goals and needs, we are able to provide advice to a wide range of clients by applying the financial planning principles relevant to their situation.

Our professional clients are seeking advice from someone who understands the professional issues they need to manage, and can integrate those issues with their personal finances.

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