Our services
Our core service is the provision of an ongoing relationship to assist you to grow your wealth to become financially independent or to structure a retirement income stream and preserve your capital.
Our services are provided as initial advice and then as ongoing advice.
Following the first meeting with us you will be sent a Letter of Engagement that sets out our understanding of the advice you are seeking and the fee to provide initial advice. Your initial report will set out recommendations and any costs to implement that advice and the benefits of entering into your ongoing relationship with us.
Your ongoing relationship provides you with a dedicated Adviser who is available to give you proactive and relevant advice so that you stay on track to achieve your goals.
The initial and ongoing advice that you can access is comprehensive and includes:
- Wealth Creation - this is ultimately how you combine the different strategies of savings, borrowing to invest and superannuation to build your investment assets.
- Risk Profiling - understanding your risk profile assists you set up investments and strategies appropriate for your tolerance to risks. We will educate you about relevant risks so that you can make an informed decision about setting up your strategies.
Our services are provided as initial advice and then as ongoing advice.
Following the first meeting with us you will be sent a Letter of Engagement that sets out our understanding of the advice you are seeking and the fee to provide initial advice. Your initial report will set out recommendations and any costs to implement that advice and the benefits of entering into your ongoing relationship with us.
Your ongoing relationship provides you with a dedicated Adviser who is available to give you proactive and relevant advice so that you stay on track to achieve your goals.
The initial and ongoing advice that you can access is comprehensive and includes:
- Wealth Creation - this is ultimately how you combine the different strategies of savings, borrowing to invest and superannuation to build your investment assets.
- Risk Profiling - understanding your risk profile assists you set up investments and strategies appropriate for your tolerance to risks. We will educate you about relevant risks so that you can make an informed decision about setting up your strategies.
- Retirement planning - we help you to structure your assets to pay you income in retirement that minimises tax, and preserves your investment capital for a comfortable retirement. This includes maximising Centrelink benefits.
- Debt Management - advice about how to pay off debt for lifestlyle assets and the prudent use of debt for investment for persons with the appropriate tolerance for the risks.
- Superannuation including Self Managed Superannuation Funds - Anthony Newton is a Superannuation Specialist Adviser (SSA) and can advise you on how superannuation fits into your wealth creation and retiremement strategies.
- Risk insurance - insurance benefits allow you to maintain your current lifesyle and long term savings goals, if you are unable to work due to sickness, injury or death.
- 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 Portfolios - the recommendation of an investment strategy, its implementation and proactive ongoing management. Your portfolio will be based upon your tolerance for risk, as well as your personal needs and goals.
- Investment reporting and online access - you can access full investment reporting, both online and paper based reporting, as well as a tax statement to simplify tax time. This includes access to a custodial service which handles all the paperwork for the underlying investments.
- Liaison with other professionals - we work closely with high calibre accountants, solicitors and other financial specialists and experts in other fields.
Any advice contained in this website is general advice only and does not take into consideration your personal circumstances. To avoid making a decision not appropriate to you, the content should not be relied upon or act as a substitute for receiving financial advice suitable to your circumstances. Any reference to your actual circumstances is entirely coincidental. When considering a financial product please consider the Product Disclosure Statement. Genesys and its representatives receive fees and brokerage from the provision of financial advice or placement of financial products.