Our services
Our comprehensive range of services can help you create, manage and protect your wealth, no matter what stage of life you’re in. Our services include:
- Wealth accumulation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
- Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family in the event of death, illness or injury.
- Superannuation — superannuation is a great way to maximise your retirement savings. Financial Composure can help you make the most of government incentives such as effective taxation treatment.
- Estate planning — working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
- Investment advice, review, implementation and reporting — we can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
Through our relationship with other Genesys member firms, we can also provide further services to assist you with your overall financial plan.
We are not registered tax agents and therefore we strongly recommend you seek detailed tax advice from an appropriately qualified registered tax agent.