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JW Associates Pty Ltd has been servicing the Bathurst area for over 7 years, providing a range of wealth advice services to help people grow, manage and protect their wealth.

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, our services and our team.

JW Associates 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).

Financial Planning

Financial Planning involves sitting down with clients to discuss their goals, income, loans and assets to determine the best strategy to achieve their needs. This may include any or all strategies that involve superannuation, investments, debt and personal insurances.

Plan early, plan often

Insurance

Personal insurance is important for clients with debt and/or dependants because it provides a solid foundation for their financial plan.

A few facts you can't afford to ignore