About us
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 care; we genuinely understand the magnitude of financial decisions; and we will take the time to work through your concerns with you. We take an interest in you and your family, and we are there for you whenever you need our help.
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We will take the time to listen, know and understand your needs.
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You can have confidence and trust that your problems will be solved in a way you understand
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We will give you a roadmap for your financial future, offering solutions and giving clarity and direction.
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We are thorough in everything we do, alleviating your stress and concern.You will never feel like a number.
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Our relationship is with you, not a file.We build our business on ongoing relationships.
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We will help you to feel relaxed and confident at all stages of our dealings.
We offer our clients a range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can get the most out of your finances.
Through our highly qualified team of professionals, we can help you take control of your finances and your future.
About Genesys Wealth Advisers
Genesys has a network of around 350 wealth advisers in 130 practices across Australia, providing financial services to around 100,000 Australians, advising on more than $8 billion of investments and $80 million in annual individual risk insurance premiums (as at 31 March 2009). Genesys has the experience, the knowledge and resources to manage your wealth.
Your wealth adviser has access to the strength and resources of Genesys’ high quality investment and economic research, risk insurance and financial strategists along with powerful software tools to help establish and manage your investment portfolio. The end result is a powerful team working to build and enhance your wealth.