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Understanding generational traits and financial advice needs: a guide to supporting every life stage
Each generation has distinct values, experiences, and financial priorities. From those shaped by war and hardship to today’s digital natives, financial needs vary widely. Understanding these differences is vital for individuals planning their futures and advisers providing relevant support. While everyone is unique, generational traits help reveal how people approach money and the advice they seek.
Health and wellbeing across the generations: how each age group can thrive
Health and wellbeing vary across generations, shaped by the times we live in. Each faces unique challenges and opportunities to enhance life quality. By valuing the wisdom of older adults and the energy of youth, we can create healthier, happier lifestyles for all.
Generational attitudes toward property ownership and the importance of expert advice
Property ownership is a major financial milestone, but each generation approaches it with different values and challenges. Whether buying a first home, investing, or downsizing, all generations benefit from expert advice to make informed property decisions.
10 questions to ask your accountant and why a close relationship matters
A skilled accountant is essential for managing personal or business finances, offering clarity, advice, and strategies to improve financial health and compliance. Developing a close relationship with your accountant builds trust and enables personalized, proactive support.