Finally, something about us…
We are a small group of about 30 financial planners who are extremely passionate about financial planning. We have a supportive group of clients to which we are extremely grateful to and because of that, we measure our significance uniquely from many of our peers. We don’t measure premium dollars or commissions earned, we measure successful claims and assets accumulated because to us, this is what really matters.
If our clients do well, we will do well.
Remember this, whether you have a financial planner or not, whether you have a written financial plan or not, whether you believe it or not, you are impacted in a very real way by the financial decisions you make or did not make.
Life is not about money but unless your cheque books are balanced, there is no opportunity for a balanced life. May this website contribute in ways, big or small, to your financial well being.
I wish you a happy and bountiful life where you will leave behind transferable wealth filled with significance.
Executive Director (Distribution) of GEN Financial Advisory
On behalf of all in GEN
P.S. This website is built and managed entirely on a voluntary basis by us. We are professional financial planners not writers or website designers. Please pardon us if the quality is not up to your expectations and we welcome your feedback at firstname.lastname@example.org.