Our approach to financial planning is to partner with you throughout the various stages of your life as you experience them – single, young families, home owners, pre-retirement, retirement.
Have you considered …
At every stage of your life there will be financial and lifestyle goals you will need to consider:
- Where do you want to be when you retire?
- Have you considered how you’ll get there?
- How much you will need to live on when you retire?
- What lifestyle do you want to lead when you retire?
Genesis partners with you in the following Investment Principles
Put your money to work – become an investor instead of a saver
Investing is not a game – understand why you are investing
Risk is relative – avoid the pitfalls of timing the market and chasing returns
Don’t follow the crowd – keep a clear head, while others are reacting emotionally
Don’t pay too much for a good thing – avoid the pitfalls of overpriced assets and market ‘bubbles’
Time is on your side – start early and take advantage of compound interest and time
Be disciplined in your approach – keep on track of your goals and objectives