Services
Risk Management
Generation Wealth offers risk management services for first-time investors and investors with a number of portfolios. Risk management is a continuing process of identifying, analyzing, evaluating and treating investments.
Investment Strategy
Investment strategy is a set of rules and procedures designed to help an investor select an appropriate investment portfolio. Generation Wealth can provide you with feasible solutions that are ideal for your profit objectives.
Retirement Income Planning
General Wealth offers retirement income planning for those looking forward to their retirement. We design comprehensive proposals that offer clients financial projections based on their current income and assets.
Estate Planning
If you are considering selling your estate, our estate planning service is the solution. General Wealth offers estate planning that will assist you in preparing for your death or incapacitation. Our service includes creating a will and establishing a guardian for living dependents or any beneficiary.
Tax Planning
Tax planning is a valuable financial practice that many people often struggle with. It is beneficial because it will assist you in reducing the amount of tax you pay to SARS; essentially, it ensures that your financial plans are executed in a tax-effcient way. At Generation Wealth, we are able to provide you with services that will help you manage your finances effectively and ensure that you get the most out of your investments, whilst avoiding high tax deductions.
Information Integration & Monitoring
Information Integration is the incorporation of different types of data. The data is extracted from a variety of sources and consists of conceptual and contextual representations of the topic at hand.
Financial Position
Generation Wealth offers a wide selection of financial positioning services that include accounting, financial planning, investment portfolios and trusts. Lets us help you prepare for your future today.
| Stock Market Mentorship | Technical Analysis | Fundamentals | Financial Analysis | Understand Markets |
| Mentorship is a personal developmental relationship programme in which a more experienced or more knowledgeable person helps to guide a less experienced or less knowledgeable person and uplift to the same level of experience and knowledge. | In finance, technical analysis is a security analysis methodology for forecasting the direction of prices through the study of past market data, primarily price and volume. | ‘Fundamental Analysis’ A method of evaluating a security that entails attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. | Financial analysis (also referred to as financial statement analysis or accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and profitability of a business, sub-business or project. | Wouldn’t you love to be a business owner without ever having to show up at work? Imagine if you could sit back, watch your company grow, and collect the dividend checks as the money rolls in! This situation might sound like a pipe dream, but it’s closer to reality than you might think. |
| Understand Investing | Stock Market Courses | Wealth Creation | Single Stock Features | Managed Accounts |
| Identify your personal and financial goals. Make a budget, and work out how much you have to invest. Work out what sort of investor you are, and how much risk you’re willing to take Start investing. The sooner you start, the sooner you’ll reach your goals. Get good advice. A financial adviser can develop a plan tailored to your personal needs and goals. |
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Personal mentorship and development on investments and wealth creation. Stock market, Derivative trading, Forex trading, International markets + shares and Managed accounts. |
A futures contract with an underlying of one particular stock, usually in batches of 100. No transmission of share rights or dividends occur.
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