Our Story

Our Story

Founded in 1996 Third Age Group emerged from a desire to create meaningful and impactful solutions that transform lives. What began as a small group of enthusiasts has grown into a dynamic powerhouse of talent and creativity. Our journey has been marked by continuous learning, relentless determination, and a passion for pushing boundaries.

Our mission is to guide you on a transformative journey toward financial and personal fulfilment, positioning you for success in your third age and beyond. With a distinctive blend of financial expertise, investment innovation, and holistic development, we offer a unique approach that goes beyond conventional practices.

Our Vision

We are ushering in a new era, a legacy that goes beyond our organisation. At Third Age Group, we believe in more than just business – we believe in building a legacy. Our vision is grounded in three pillars that drive everything we do.

Firstly, we aim to create employment. In a world of constant change, we understand the importance of providing opportunities for individuals to contribute, grow, and thrive.

Secondly, we’re committed to developing employment opportunities. We’re not just creating jobs; we’re crafting meaningful careers that align with our employees’ aspirations and contribute to their personal and professional development.

Thirdly, we are dedicated to improving and developing people. At Third Age Group, our success is measured not just by the profits we generate but by the positive impact we have on the lives of our team members.

In essence, we’re inviting you to become part of a cultivated structure, a community where passion, innovation, and growth are nurtured at every level. We invite you to join us on this Trust Journey towards Fulfilment as we build a legacy transcends time and leaves a lasting mark on the world.

Our Business Model

Holistic Fulfilment

Holistic Fulfilment

We believe that true prosperity encompasses not only financial success but also personal contentment. Our approach focuses on achieving a balanced and fulfilling life during your third age, a phase where new opportunities are discovered and explored.​

Unconventional Insights

Unconventional Insights

Standing apart from the crowd, we challenge the status quo and stimulate fresh perspectives. Our seasoned experts analyse every detail, ensuring that no stone is left unturned on your path to financial enlightenment.​

Legacy Building

Legacy Building

Our commitment extends beyond the present. We envision a future where your impact endures for generations. By adopting a long-term, cyclical view, we empower your legacy to shape the journey towards fulfilment for your heirs.​

Tailored Strategies

Tailored Strategies

Your journey is uniquely yours. We recognise that individual goals require individualised solutions. Through careful analysis and a deep understanding of your aspirations, we craft personalised strategies that align with your vision.​

Catalysts for Optimism

Catalysts for Optimism

Change is inevitable, and we embrace it as a catalyst for growth. Our open-minded approach equips us to explore new horizons and seize emerging opportunities, positioning us at the forefront of progress.​

Join us at The Third Age Group as we embark on a transformative partnership. Together, we will navigate the complexities of financial growth, explore uncharted territories, and cultivate a legacy that extends beyond a single generation. Your fulfilment is our ultimate goal, and we’re here to guide you every step of the way. Welcome to a new era of investment, wisdom and fulfilment.

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Financial Advisor

Wealth Executive