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The team at Pro-Active Advice have been servicing the Sydney, Port Stephens and Hunter Valley areas for over six years, providing a range of wealth advice services to help people grow, manage and protect their wealth.

We give our clients and their families financial peace of mind. We do this by providing comprehensive wealth advice, creative solutions, and sensible investment strategies that help them reach their financial objectives.

We can help you create the financial security that lets you focus on what’s really important in your life. Find out more about us and our services.

After moving to Australia in 2001 and managing the transfer of his own financial and personal assets, Liam Shorte is well placed to advise UK and Irish migrants on the how to manage their finances, especially Pension Transfers, insurance arrangements and wealth management. See our about us page for a background document which may be of some help to intending or newly arrived Poms in OZ!

Pro-Active Advice Pty Ltd is part of Genesys Wealth Advisers Ltd, a network of over 370 wealth advisers around Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $10 billion of investments and over $100 million in annual risk insurance premiums (as at 31 December 2007).

Working as a Team

At Pro-Active Advice we understand the importance of working with other professionals to give our clients the benefit of advice designed with the input from all the professionals they deal with. We work very closely with our clients' accoutants and always welcome input from legal advisers. We work directly with your accountant to ensure we all have the full picture to make the most of your finances and assets.

Look at the latest articles from our Aspirations Newsletter in the right hand column.

Focus on the Family

We cover all the financial and lifestyle needs of our clients, focusing on managing our clients' present and future, both the expected (retirement planning, investments, super, estate planning and debt management) and the unexpected (total and permanent disability, trauma, and income protection insurance). In planning for retirement we look at the longer term, while also keeping our finger on the market pulse to watch for major changes in the market cycles.