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A lifetime of financial care
We, the team at Foundation Wealth Advisers pride ourselves in providing a personalised and professional service to you, our clients. Whether you are just starting your working life, going through one of life’s many challenges, getting married, having children, purchasing a home, going through a redundancy or retiring, we are here to help you understand and make the most of your situation.
We can help you create the financial security that lets you focus on what’s really important in your life. Find out more about us, our services and our team.
Foundation Wealth Advisers is part of Genesys Wealth Advisers Limited, a network of around 350 wealth advisers in 130 practices across Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $8 billion of investments and over $80 million in annual individual risk insurance premiums (as at 31 March 2009).
Our Advice Process
Financial advice can help you with many things in your life now and in the future. For example, it can help you identify how much income you will need in retirement to fund your lifestyle, and it can help you minimise tax and maximise wealth creation.
What is wealth advice?
Wealth advice is support and guidance on the best way to manage all your finances. Whether it's adjusting your debts to minimise repayments, saving for a home or a holiday, investment money, planning for your retirement, maximising pension entitlements or ensuring your family are protected if something happens to you, the right advice from the right people will help you achieve your goals faster and more effectively.
