Some questions about the future are best discussed face to face

Why we built a wealth club

The answers to wealth questions rarely come from a single seminar — they grow out of long-term conversation and companionship. Through the wealth club, we hope each gathering becomes part of a lasting community, where families find people walking the same road at every stage.

Wealth Talks

Every session is built around one real decision — complete the presale or not, switch lenders at renewal or not, how to free up cash for the business, how to pass assets on. Not concepts in the abstract: one situation, worked through end to end.

Speakers are Guaranti’s own advisors, often alongside the lawyers, accountants and specialists we work with. Sessions have run in Cantonese, Mandarin and English.

• See upcoming sessions
• The May 20 estate and succession seminar

To be included, just leave your details — client families hear about dates first.

Family Circle

Money questions are rarely only about money. Whether a child should study abroad, how a parent’s retirement actually works, what happens when several people in one family see the same money differently — that is what Family Circle talks about.

The same ground is covered in writing under Family Wealth Class.

• Family Wealth Class (6 articles)
• The road to a top university
• Why starting ten years earlier changes the outcome

To be included, just leave your details — client families hear about dates first.

Guaranti Next

For the 16-to-25s in the family. Three things: volunteering and community work, where they meet real organisations and real collaboration; young professionals talking about how they actually got where they are; and financial literacy, covered before they start earning rather than after.

Which accounts matter once you turn 18, and why time beats rate of return — both are already written up.

Featured storyGrowing by Giving BackAs a member of Guaranti Next, Gayla joined a volunteer journey through communities in Indonesia and Malaysia.Read the full story

• The three accounts worth knowing after 18
• When money burns a hole: financial literacy first
• Why time matters more than rate of return

To be included, just leave your details — client families hear about dates first.

Community

The gatherings that are not about business — BBQs, seasonal celebrations, open houses, client families getting to know each other, and volunteering we do together.

Our Mortgage team recently stepped beyond the office for a boat outing and a shared meal. The story below gathers photographs from the day.

Latest community eventBeyond the Office | A Day Out with the Guaranti Group Mortgage TeamA boat outing and shared meal gave the Mortgage team time to connect beyond their day-to-day work.Read the full story

• See moments from this team outing
• A Monthly Gathering: Good Food, Together
• Inside the new office opening

To be included, just leave your details — client families hear about dates first.