"Generational Wealth": More Than Financial Security
What does “generational wealth” mean, anyway?
Mansions? Multi-million dollar inheritances? Trusts, whatever those are…?
Generational wealth does include the assets we leave to our heirs. But it's also the education, the tools, and the wisdom handed down, enabling each generation to build on the foundation of the previous one. You don’t have to be a member of the Rogers or Weston families to establish and maintain your own family legacy.
At Addington Financial, our promise to our clients is simple: together we’ll "Build Generational Wealth". Clients partner with us in crafting a legacy that encompasses both financial growth and the nurturing of values that guide responsible wealth management and transmission.
So what’s our plan?
Firstly, we begin client relationships with our “Detailed Discovery” process. We meet to learn about your background, values, and goals for your family. Most importantly, we aim to define what “legacy” means to you. Building generational wealth is the process; legacy is the goal.
Secondly, we draw up action plans. These action plans are holistic, meaning we take a broad view of your finances and goals. For example, when recommending suitable investments, we consider tax strategy, retirement planning and estate planning. We also aim to strike a fine balance between goals. Enjoying a fulfilling retirement shouldn't come at the expense of the next generation’s prosperity — and vice versa.
Thirdly, we partner with you in executing your action plan. This might include opening investment accounts through Addington Financial, referring you to other professionals (e.g., lawyers, accountants) while staying involved as your “project manager”, or working together with your wider family to realize your goals.
Finally, we start all over again. Or rather, we never stop. Detailed Discovery never ends. How so?
We’ll connect regularly to discuss your goals. And our phones are always open.
We’re here to advise and support you as your life circumstances change. We’ll stand by your side to help you and your family navigate major milestones (marriage, starting university, births, retirement) and difficult transitions (family breakdown, death).
Our approach is family-centric. Your relatives are welcome to join our meetings. We help educate children and grandchildren on investing and financial planning, as their journey will impact your journey. The more we learn about them, the more we learn about you - and this drives a reconsideration of your goals and action plans.
Why Addington Financial?
Our unique approach stems from understanding both the intricacies of financial planning and the dynamics of family values. As a father-son duo at the helm, we embody the principles of generational planning, bringing together decades of expertise in finance and a shared commitment to nurturing lasting legacies. Our background equips us to navigate the complexities of wealth management, tax strategy, retirement planning, and estate planning, all while aligning with your family’s aspirations.
Let’s Get Started
Whether you're at the beginning of your journey to build substantial wealth or seeking to protect and pass on the fruits of your hard-earned success, our approach is designed to guide every step towards securing a prosperous future for your family.
Ready to secure your legacy? Let’s connect and pave the way to a future where your wealth flourishes across generations.