Spend more time living the life you love

We create personalised, practical, purposeful game plans for time poor professionals. 

Comprehensive financial advice that meets you where you are and takes you where you want to go. 

Your opportunities

Strategic advice helps bridge the gap between where you are and where you want to be. We model scenarios for all of life’s unique financial challenges and opportunities (would I be better off investing in super or personally? Can I afford a holiday home? How many years do I need to work before I retire? How do I cover school fees for my children?). Our dynamic strategies move with you through life’s changing landscape to build wealth and strengthen financial security. Above all, they provide confidence and certainty.

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Your stash 

Super isn’t showy, but it is sensible.  It’s an investment that, if managed early and proactively, can improve your ability to realise the retirement of your dreams.  We help you get the most out of every dollar, year on year. We’re also fully accredited to advise on and administer a self-managed super fund in support of your situation and goals.

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Your safety net

Sickness, injury, or a sudden change in circumstance shouldn’t capsize your financial goals.  A comprehensive risk management plan ensures your family, business and assets are financially protected while you build your wealth.  We partner with only the most trusted insurance specialists to give you the right coverage, value for money and a claims process that supports you when you need it most.

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A business’ most valuable asset is its staff. 

We specialise in developing and managing bespoke employee benefit programs for clients looking to attract and retain the best.

We administer one of the largest white-collar Group Risk / Employee Benefit portfolios in Australia outside of the big 3 international consulting firms. 

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Your financial freedom

Plan for and transition to the post-work lifestyle you desire.  Our personalised advice process and modelling provide a complete solution to ensure you maintain cash flow, enjoy life and retire with confidence.

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Growing your wealth

Canny investment begins with correct portfolio construction and asset allocation, specific to your risk tolerance.  From property, shares, bonds, cash, diversification of these assets, ethical and alternative to when, how much and how often; we bring the insight and resources that support confident, informed decisions about where to invest your hard-earned dollars for maximum return and minimum risk.  Best of all, the advice is unique to you and your goals.

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Your financial legacy

Planning for death (it’s inevitable, after all) provides certainty that your years of hard work will benefit those most important to you.  We work closely with estate planning specialists to develop comprehensive instructions that ensure your family and assets are protected and your wealth goes where you want it to.  

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Our advice process

Identify Values. Establish Goals.
An obligation-free chat to uncover both your financial frustrations and greatest aspirations. Expect to talk more than money – we’re interested in you and your big picture, not your bank balance.
Assess. Evaluate. Plan
We take a good, hard look at the details that matter and tailor a strategy to help you achieve those goals.
Implement
We do the legwork, putting plans into action.
Maintain Momentum
We offer regular reviews to help you stay on track. Sometimes this means altering the course slightly or switching lanes to match life changes. Our job is to ensure our advice remains relevant, up-to-date and aligned with your current goals.
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*It’s only at the end of the Goals & Values session that you decide if Genesis Financial Partners is the right fit for you.
We determine a fixed fee for our advice – you will always know the costs before you proceed.

ADVICE PARTNERS

We recognise the importance of specialist input from your lawyer, accountant and / or broker.
If they’re part of your professional team, we’ll work closely with them to deliver your financial strategy.