Our aim is to help all of our valued clients to manage their wealth - for themselves, their family and future generations.
First and foremost, Generation Wealth Management focuses totally on providing advice that will assist clients to meet their financial and lifestyle goals.
Our clients are New Zealanders who have worked hard during their lives and have accumulated retirement
capital. They are seeking to preserve, build on and manage that wealth as they approach, and enjoy their retirement. We strongly believe in the value that high quality financial advice can deliver them.
At the foundation of our and our client's success is the firm's expert knowledge and enthusiastic team. Their
expertise covers all areas of investment strategy and management including taxation, retirement planning, Estate planning and wealth accumulation. At Generation Wealth Management, clients gain access to specialist professional advice covering all areas of personal financial affairs. Generation Wealth Management
is wholly owned by its management. All of our advisers have been in the industry for more than twenty years.
Generation Wealth Management is represented by offices in Botany and Pukekohe. We have meeting rooms in Albany and our advisers can also visit their clients in their home.
Financial Solutions
Our objective is for clients to have the capital they need, when they need it, to fund their lifestyle and retirement objectives.
Investment Solutions
We manage a range of Portfolios, each specifically designed to meet the risk and return objectives of our advice process.
KiwiSaver Solutions
We use independent research on all KiwiSaver providers to ensure we can advise you on your best savings options.
DISCLAIMER AND PRIVACY STATEMENT
This website provides you with general information that is true and accurate to the best of Generation Wealth Management’s knowledge.
We advise you that:
General information only: The information on this website is general in nature and is not intended to be personalised financial advice. You should consult a professional financial adviser before making any financial decisions or taking any action based on the information on this website.
No liability: Generation Wealth Management does not accept any liability for any loss or damage arising from the use of this website. This does not prejudice your statutory rights.
Accuracy of information: While Generation Wealth Management has taken all reasonable care to ensure the information on this website is accurate, errors and omissions may occur. We do not accept any responsibility for any inaccuracy, error, or omission in the website’s content, or for any loss caused to anyone from relying on that information. We may change, delete, add to, or otherwise amend the information published on this website without notice.
Historical information: Any reference on this website to historical information and performance of a product or service may not necessarily be a good guide to future performance. You are solely responsible for any loss caused from relying on such information.
Third Party websites: This website may contain links to other websites which are not under our control. Generation Wealth Management has no knowledge of or control over the content, and availability of those websites, or of their privacy practices. We do not sponsor, recommend, or endorse the content of other websites linked to, or referenced from, this website.
New Zealand law: The information on this website has been prepared to comply with, and is governed by, New Zealand law. It is only intended for use by persons within New Zealand’s jurisdiction. Generation Wealth Management does not make any representation that the information on this website complies with the law in any other country.
Cybersecurity: Although we regularly update our cybersecurity and virus protection software, we do not guarantee that our website will be free from viruses or other malicious interference (such as spyware, malware, adware, ransomware and worms) that can damage your computer system and access your data.
Continuous access: We do our best to keep this website running smoothly. However, we do not guarantee that access to the website will be uninterrupted. We accept no liability for any loss caused by the website being temporarily unavailable either during its planned maintenance or due to technical or other issues beyond our control.
Copyright and IP: Unless otherwise indicated, all information on this website is the property of Generation Wealth Management and is protected by copyright and intellectual property laws. Unless stated otherwise, you may access and download the materials located on this website only for personal or agreed upon commercial use. The website may contain a number of trademarks which are owned by Generation Wealth Management or used with the permission of the registered trademark owner. Before using any material on this website that is identified as being subject to copyright of a third party, you must obtain authorisation to use or reproduce the material from that third party.
Privacy: Click here to read our Privacy Statement. This brief statement will help you to understand what personal information we collect, how we use it, and who we share it with. If you want to see more information about our privacy policy, click here to read our detailed Privacy Policy.