Understanding the generations: Life priorities

Generations can be confusing but once understood, it can give context to bigger conversations.

Generation-shaping trends are most influential as people come of age, and this causes them to develop similar values, beliefs and expectations.

In a survey conducted by BetterTradeOff, we analysed the different generations to understand their financial priorities. the reasons for financial planning and their tech skills. This analysis better allows financial advisers to curate more accurate recommendations of products for the various generations.  In the table below, we have picked out the top three financial priorities for each generation and the ratings of their tech skills.

Priorities in life for each generation

 

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