Our Services

Financial and Investment Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

Financial Planning and Strategic Wealth advice is provided by our company 360 Wealth Management Pty Limited, a corporate authorised representative of Genesys Wealth Advisers Limited ABN 20 060 778 216 AFSL 232686 Principal member of the FPA. We are therefore able to provide you with a more integrated solution and “Complete Package” within the one office and location.

Genesys was established in 1984 with a nation-wide office network and is among the most respected financial planning services in Australia for high ethical standards, employment of qualified planners and its desire to be the best, not necessarily the biggest. 

We encourage you to use the following services so that your affairs can be integrated as much as possible:

Wealth Management

Wealth Creation Superannuation planning Pre-retirement planning Retirement planning Estate Planning considerations Centrelink Planning Guidance on budgeting and goal setting

Debt Management Corporate Superannuation Personal Insurances Business Insurances (other than General Insurance) Investment planning Gearing Strategy

Don't take unnecessary risks with your future. Contact our office for all your Financial Planning requirements.

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