Mike Jones, Director
BCom, Chartered Accountant, Authorised Financial Adviser.
Botany, Pukekohe, Albany
As a director of Generation Wealth Management Ltd, Mike is responsible for the Botany offices. He started his career as a Chartered Accountant before changing focus to be a Financial Planner. Mike says he finds that he gets far greater satisfaction from helping clients reach their personal and family wealth goals than he does from preparing business accounts and tax returns.
In his spare time, more often than not Mike can be found at the local beach or sports ground spending quality ‘father time' with his two boys, Adam and Ryan.
Jonathan Davies, Director
Graduate Diploma in Business Studies, Endorsed in Personal Financial Planning, Authorised Financial Adviser. B.Sc Agriculture (Hons).
Pukekohe, Botany, Albany
As a director of Generation Wealth Management Ltd, Jon says that he feels honoured to work closely with so many great clients. "Being able to share in their lives and help clients is indeed a great privilege."
In addition Jon has extensive community involvements and has been a trustee of Franklin Hospice for the last 10 years.
Jon's interests include fitness, skiing, and paragliding which he enjoys sharing with wife Cathy and children Matthew and Emma.
Client Services Manager
Michelle was originally employed by Jon Davies in April 2007 and is based at the Pukekohe office. Prior to this Michelle has had extensive administration experience in the legal, marketing and medical fields. She finds her role as Client Services Manager rewarding and enjoys the relationships established with the GWM clients over the years.
Michelle and her husband live in Patumahoe and have two grown up children who have just started out in their working careers. Michelle loves spending time with her family and always on the lookout for great holiday deals!
Client Services Manager
Frances has many years experience in office administration and she has worked for a partner in a legal firm that specialises in Family Trusts for the last 9 years. Frances joined the Generation Wealth Management team in May 2016 and is based out of the Botany office.
Away from the office, Frances has many interests and enjoys boating, RPM classes, reading, travel and spending time with her family.
Pukekohe / Botany / Albany
Cathy has over 15 years experience in administration. She specialises in trust administration and has been with Generation Wealth Management since early 2013, based out of the Pukekohe office.
Cathy's interests include art, yoga, health and nutrition and enjoys time with her husband and children.