These are our Values

Setting high expectations for our team to deliver to you

As a team we have worked together to bring our client values to the forefront of our Client Experience.  Our core values are underpinned by a set of principles that guide us in our everyday interactions with our clients.

 We are proud of who we are and who we represent.

We are ethical & honest

  • Our staff only act in the best interest of our clients
  • We don’t make recommendations that are inappropriate for you
  • We don’t jump on popular bandwagons
  • We provide assurance, we tell it as it is
  • We treat our clients as we would our family members
  • We have a core foundation of solid professionalism

G Halford, Collaroy NSW

Genesis … are a firm that provide competent advice in the best interests of their clients.  It is a very personal and supportive service.

P Rupp, Perth WA

I was introduced to Genesis when I was admitted to Partnership in 2004 after emigrating from the UK…Genesis has always delivered in excess of my expectations…I have always felt that Genesis puts me first in our discussion and there is absolutely never a sense of pushing a product.  There is also a good understanding of the specific needs of a partner in a professional services firm…

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We are inspired by personal stories and driven to help you achieve your goals

  • We listen because we want to understand your needs and aspirations
  • We record to make sure we don’t miss what is important to you
  • We question to uncover your burning issues
  • We are your eyes and ears in the financial market

Cass Boyle, Marrickville NSW

I….will forever be grateful for choosing to see an industry expert…Genesis delivered a complete risk mitigating strategy that at that time required investment….Eighteen months later I was diagnosed with cancer.  With a child on the way, Genesis’s strategies paid off my mortgage, ensured continuity of income and allowed me to tackle my health issues with absolutely no financial worries…They deliver on what they commit to do and I feel they genuinely care for me and my family.

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We tell it as it is and provide intelligent solutions

  • We examine any innovation before we adapt to give our clients the best possible solution
  • As considered adaptors, we mitigate risk fully in times of change

A Hafeez, Secret Harbour, WA

Wilton has been a sounding board for me for a whole range of needs from financial planning to building my own home. He is cautious, mature, professional and responsible approach has tempered my impulsive enterprises and I greatly appreciate him for it.

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We are more than a Financial Adviser – we are a team player on your journey

  • We believe in “Strength in numbers”; clients are drawing on the power of our full team
  • Ask us questions about anything – financial or otherwise – we want to help
  • Share a problem with us – we’ll help to find a solution
  • Our team knows you and your goals – we assist no matter what the question or situation

D Kelso, Avalon NSW

Around 1991 my husband Ian and I engaged with Phil at Genesis.  When Ian passed away, I don’t know what I would have done without them.  Phil was just a wonderful support during this time and he helped me through a lot.  He still does.  I consider Genesis my main port of call and come to them for everything in relation to money as I would be floundering without them.

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To be part of our client experience

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