Our approach to financial planning is to partner with you throughout the various stages of your life as you experience them – single, young families, home owners, pre-retirement, retirement.

Have you considered …

At every stage of your life there will be financial and lifestyle goals you will need to consider:

  • Where do you want to be when you retire?
  • Have you considered how you’ll get there?
  • How much you will need to live on when you retire?
  • What lifestyle do you want to lead when you retire?

Genesis partners with you in the following Investment Principles

Put your money to work – become an investor instead of a saver

Investing is not a game – understand why you are investing

Risk is relative – avoid the pitfalls of timing the market and chasing returns

Don’t follow the crowd – keep a clear head, while others are reacting emotionally

Don’t pay too much for a good thing – avoid the pitfalls of overpriced assets and market ‘bubbles’

Time is on your side – start early and take advantage of compound interest and time

Be disciplined in your approach – keep on track of your goals and objectives

We want to understand everything about you and let you define how we work together.Let us work with you to make this a reality