Genesis Financial Partners offer complete solutions and services for all your superannuation and investment needs. These services range from recommending appropriate assets to suit your investor risk profile, to quarterly performance and annual consolidated tax reporting of assets, to full portfolio administration, including all paperwork and documents taken care of via our administration service.

Investment Platforms

Our consolidated investment and reporting service is designed to take care of the bulk of the administrative aspects of managing your overall portfolio.

The benefits of this service include:

Consolidated reporting

Our portfolio management systems are designed to give you consolidated reporting both for review and taxation purposes on an ongoing basis. The regular reporting provides an up-to-date, detailed analysis of your portfolio, and is a useful mechanism for measuring progress towards your goals. It can also provide you with an accurate and up-to-date asset allocation analysis – a critical part of your ongoing investment management process.

PreferredPortfolios

The Preferred Portfolio feature has been designed as an investment allocation tool to help create, manage, track and rebalance your investment portfolio in line with a predetermined investment strategy. The ongoing control of the allocation of funds to various investment sectors, and the review and evaluation of chosen fund managers, is a major influence on the overall portfolio performance.

Additionally, we access highly experienced and qualified professionals (including James Purvis and Tim Farrelly) when constructing these portfolios and reviewing your investments.

We have the facilities to report on any class of investment including:

  • Unlisted Wholesale Managed Funds
  • Unlisted Retail Managed Funds
  • ASX Listed Securities
  • Foreign Company Holdings
  • Stapled Securities
  • Direct Property
  • Property Syndicates
  • Private Companies
  • Private Trusts
  • Restricted or Vested Company Stocks
  • Collectibles

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