Your initial consultation with a Genesys wealth adviser will be a chance to get to know each other. Together we’ll establish your current financial situation, and then imagine the future you want. From there we can define your wealth and lifestyle goals.
Define your vision
Your initial consultation with a Genesys wealth adviser will be a chance to get to know each other. Together we’ll establish your current financial situation, and then imagine the future you want. From there we can define your wealth and lifestyle goals.
Design your wealth plan
We create a personalised wealth plan across all aspects of your financial health including debt management, wealth creation, risk protection, retirement planning and estate planning. Your Genesys wealth adviser can help you effectively negotiate the complex legislation that governs investment, tax, superannuation and social security. Innovative technical strategies designed for your own circumstances, combined with thorough investment research and selection, form the basis of your plan.
Once you’ve understood your strategy and we’ve recommended the best way to achieve it, it’s time to implement it. This may involve helping create or manage an investment portfolio, risk protection strategies, business advice or recommending appropriate company or trust structures.
No matter what stage of your life you are in – building wealth or securing a retirement income – your plan will include strategies to help you reach the best financial position possible.
Refine and review
You should meet with your Genesys wealth adviser at least once per year to review your strategy in line with changes in your life. These check-ups mean your plan always matches your situation and your goals. By working in partnership with your Genesys wealth adviser, you stay on course to achieve your wealth and lifestyle goals.
If you would like to speak with a Genesys wealth adviser please use our Find an adviser functionality to locate the Genesys wealth adviser closest to you. |
