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 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.
- PMK Partners — Castle Hill
- Stuart Berry — 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 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.