About us
Wealth solutions from generation to generation
NextGen's advisers have been operating in the financial planning industry for over 10 years, providing high quality service to a variety of clients — such as small business owners, pre-/retirees, to medium 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.
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 specialising in different sectors and can identify one suited to your needs and arrange an introduction.
We canarrange access to accounting and tax-planning services via the referral arrangements with these accounting firms.
What our clients say about us
"Liam Shorte is definitely one of the better SMSF experts that I've ever met - and I worked in the accounting industry for years. His technical knowledge is only surpassed by his bright and happy demeanor. Liam's duty of care extends first & fore-mostly to his clients, and not to his own commissions. This is the kind of integrity you need when trusting someone to look after your retirement fund, and why I can wholeheartedly endorse Liam to anyone."
Top qualities: Personable, Expert, Good Value
Top qualities: Personable, Expert, Good Value
James G, in Sydney
"Liam has looked after many of my clients with Superannuation, Insurance & income protection. He is very professional & personable and advises people with a great Can Do attitude. Nothing is to much or too hard. He guides anyone I have sent in the right direction. He looks after my own Superannuation and has advised me on how to grow it very comfortably and uses laymen terms rather than trying to understand the Jargon in the documents.
I can highly recommend his personalised service and care."
I can highly recommend his personalised service and care."
Rosa Bellissimo - Owner - Financewerx
"My wife and I have started using Liam's expertise and services as we plan for our future. He has put our minds at ease and made some recommendations that will enable us to look after ourselves if something unexpected happens, and more importantly he has helped us put in place our strategy for family planning and on to our retirement. I can thoroughly recommend Liam and Genesys Wealth Advisers. He definitely is a Wealth Adviser you can rely on." Brett Thompson