Wealth across the generations

Age is just a number, so the saying goes. Yet while we are all unique and live very different lives and views on the world, we are undeniably also defined by the generation we belong to – sometimes more than we may care to admit! We are shaped by the events we have collectively experienced – and our priorities and needs change according to our age. Nowhere is this more true than for our financial lives. Our Wealth Across The Generations’ report is designed as a deep dive into each generation: their financial challenges and worries, their priorities and hopes for future. It can help you to navigate some of the key challenges you might be facing and provide tips from our experts on how best to plan for your financial future, while also giving you a useful peek into the minds of other generations. 

Covering everything from rent to retirement, school fees to succession planning, the full report is available to read below. Or, to get the individual report for your generation, just enter your birth year in our calculator below. 

We hope you find it a useful read. If you’d like more details on any of the topics covered in the report or want to find out how to get started on your investing journey, contact us at marketing@jmfinn.com