About us
Lifetime Wealth Advice
We offer a comprehensive Lifetime Wealth Advice solution, as well as more specific, tailored advice such as risk insurance and superannuation advice.
From time to time, some of our clients seek more specific, tailored advice on issues such as:
- Personal risk insurance
- Superannuation
- Redundancy
- Mortgage application or refinancing
- Savings and investments
Our speciality areas
While we work with our clients across all areas of wealth advice we enjoy being able to demonstrate our particular skills and experience within a few speciality areas, including:
- Self-managed superannuation funds
- Discretionary trusts (family trusts)
- Member-focused corporate superannuation
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.