Our process
Making the decision to meet with a financial adviser can be daunting for many people. Understanding the process that your adviser will follow when meeting with you, and being prepared for what you can expect can help you feel comfortable with your decision.
The Genesys Wealth System
Whether you’re starting to build your wealth, or seeking to manage and protect it, the three-step Genesys Wealth System can help you set wealth and lifestyle goals, design a strategy and keep you on track to achieving them.
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, discuss issues and needs, 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 to capture 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 navigate the complexities of investment, tax, superannuation and social security. Innovative technical strategies designed for your own circumstances which, combined with 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 for you to implement it. This may involve helping create or manage an investment portfolio, implementing risk protection strategies or providing business advice.
No matter what stage of life you’re in – building wealth or securing 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 remains up to date with your situation and goals, which along with external circumstances may change over time. By working in partnership with your Genesys wealth adviser, we help you stay on course to achieve your wealth and lifestyle goals.