About us

Pro-Active Advice has been operating in the financial planning industry for over five years through previous entities, providing high quality service to a variety of clients — from small business owners, to retirees, to high net worth clients. We also work closely with accountants to provide a comprehensive financial services offering to our clients.

We offer a full range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can get the most out of your finances.

We also offer one on one advice for those migrating from the UK or Ireland and our professional team are able to help with Pension Transfers, Australian Superannuation, Mortgages, Life, Income Protection and Trauma Insurance.

Through our highly qualified team of professionals, we can help you take control of your finances and your future.

We also have a professional relationship with a number of accounting firms including:

PMK Partners — Castle Hill
Joe Hurn Accounting — Mudgee
Stuart Berry & Associates — Dungog, Gloucester and Port Stephens

We can give you access to accounting and tax-planning services via the referral arrangements with the above listed accounting firms.

About Genesys Wealth Advisers
Genesys has a network of over 370 wealth advisers across Australia, providing financial services to around 100,000 Australians, advising on more than $10 billion of investments and over $100 million in annual risk insurance premiums (as at 31 December 2007). We have 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.

Pro-Active Advice Pty Ltd

About us