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GeneraNest Planner

76%
https://www.metricalfamily.co.za
MFEvents MFEvents@MFEvents MFEvents

GeneraNest Planner is an intergenerational wealth and care-planning platform for African professionals supporting both children and aging parents (the “sandwich generation”). Banks and FAs focus on investment products, while these customers need integrated visibility across education, eldercare, housing, and inheritance. GeneraNest provides a scenario-based planner that maps cashflows across decades for multiple dependents and caregivers. - Linked profiles for children, parents, and siblings with timelines for education, healthcare, and retirement events. - What-if simulators for currency risk, emigration, illness, and job loss, tied to recommended financial products. - Smart document vault for wills, guardianship instructions, and medical directives with nudge reminders to keep them updated. - Advisor collaboration space where clients can invite their FA, lawyer, or accountant into specific plans. It positions as the “operating system” for family financial responsibility, then monetizes via premium tiers and distribution partnerships with banks and advisors.

Apr 5, 2026, 5:29 AM

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