Services
At Genesys, our aim is to create a belief in lifetime financial planning. We believe in taking a holistic approach to your financial and lifestyle goals, and looking at your financial circumstances from both a short and long-term perspective.
Our knowledge, experience and expertise in a full range of financial planning services, from wealth creation, retirement planning, and debt management to risk insurance, financing solutions and estate planning, means your Genesys wealth adviser is well placed to help you achieve your long-term financial and lifestyle goals.
Research has shown that only 30% of Australians currently use the services of a financial planner, however this number is growing. Interestingly, four out of five people currently seeing a planner agree that their adviser has given them greater understanding of finances; greater knowledge and education about investment options; greater confidence that they’ll achieve their lifestyle and financial goals; and greater confidence that they are prepared for retirement1.
When you consider this, it’s no wonder more and more Australians are placing great value on professional advice.
1. IFSA/TNS Investor Sentiment Research November 2006