Generation Beyond™ is about looking at what’s important today so that you can look beyond tomorrow.
Imagine for a moment if we compare, building a house, and then making it a home, to the various stages of financial planning. Why? Because the journey is about having the dream, starting out with a plan, building solid foundations all whilst living your life, and watching the people you love flourish around you.
To us, family is the glue in all of our lives and we want to be there to protect you and your family through thick and thin, no matter what the circumstances. With the right strategies in place, we will be able to achieve this together and make your financial dreams come true.
We value the trust our clients have in us. It is our desire to help the people we work with make smart financial decisions. We want our clients to have that same sense of security for themselves and their families that we achieve for our own families.
By putting ourselves in your shoes, we can hold your hand all the way; there is simply no better feeling in the world than when we get to your destination. We’ve worked together to achieve your dreams.
At Generation Beyond™, we are focused on getting our client’s financial strategies right in the first instance and work towards their specific goals and objectives.
By taking an objectives based philosophy to the advice we provide, we are able to craft high-level financial solutions for our clients and a pathway to financial prosperity over a lifetime, and into the next generation.
Using our unique financial advisory process, the Generation Beyond™ team of professional advisers are totally focused on working with you and your family. We use our knowledge of financial strategies to craft individually designed, highly personalised financial solutions, to meet your desired financial objectives.
What do your financial objectives look like?our story
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Stephen has been our financial adviser for many years and during our dealings we have found him to be honest, straight forward and reliable. He is explicit in his explanations while ensuring that he does not speak in technical financial jargon, but plain simple English so we understand everything he is telling us. Our best interests are always foremost in Stephen’s mind and I feel so fortunate to have him as my financial adviser.
Dear Stephen, Your knowledge and experience has given us the confidence to know that our SMSF is being run properly. Your strategies have also provided us with some amazing results which we had no idea we could achieve. Thank you so much.
Dear Stephen, We are so grateful to have found you after being referred to you by good friends of ours. You have shown us the way to financial freedom when we couldn’t find our way and the confidence in knowing that our financial future is assured. Thank You.
Dear Stephen, Your expert guidance has provided us with peace of mind and the retirement we always dreamed of but did not think we would ever achieve. We cannot thank you enough!!
As always, having Stephen James guiding us through the financial minefields is the very best way to achieve peace of mind.
We are more than comfortable that our financial future is secure and in the very best of care with thanks to Stephen.
We have adopted a transparent, fee for service pricing model, that is not based on how much money a person has to invest, but one which is determined only by the complexity of the work that we are required to undertake for our clients.
As such, we DO NOT receive commissions on ANY of our client’s investments from ANY financial institution. Further, we DO NOT receive commissions on any insurance product that we may recommend, unless our clients choose to pay us in that manner.
By taking this approach, we can ensure that the advice we provide to you, our clients, is only ever in YOUR best interests.