Big enough to deliver. Small enough to care.

Straight talking, straightforward financial management and advice that gives you the tools and confidence to balance lifestyle with future.

Phil Robins from Genesis Financial Partners

Phil Robbins

Managing Director
Wilton Wong from Genesis Financial Partners

Wilton Wong

Managing Director
Alka Kalasabail from Genesis Financial Partners

Alka Kalasabail

Senior Adviser
Edward Shilland from Genesis Financial Partners

Edward Shilland

Senior Adviser
Ken Thompson from Genesis Financial Partners

Ken Thompson

Senior Adviser
Jennifer Terry from Genesis Financial Partners

Jennifer Terry

Business Manager
Kim Li Yee Lien from Genesis Financial Partners

Kim Li Yee Lien

Client Services – Paraplanner
Sue Reekie from Genesis Financial Partners

Sue Reekie

Group Insurance Manager
Jacquelyn Mercado

Jacquelyn Mercado

Client Services
Lori Hoffman

Lori Hoffmann

Client Services
Miguel Manarang

Miguel Manarang

Client Services
Honeyleen Gonzales

Honeyleen Gonzales

Client Services