The leading professional and client-focused financial services of Genesys Wealth Advisers are now available in your local community through Landmark’s national network.
Genesys Wealth has around 400 advisers located throughout Australia, and provides financial services to over 100,000 clients, advising on more than $10 billion of investments and $100 million in annual risk insurance premiums.
Teaming up with Genesys Wealth allows Landmark Financial Services to offer a new raft of financial services to our clients. To complement our existing suite of financial products, you can now access services such as:
- Investment advice, review reporting and implementation
- Personal and business risk insurance
- Superannuation
- Personalised investment portfolio construction
- Retirement planning
- Estate planning
- Business wealth advice
- Access to buying and selling shares
- Pension and allowance maximisation
- Redundancy advice
Our alliance with Genesys is part of our strategy to increase services to rural clients through developing partnerships with established providers.
Contact us today to arrange a free first appointment with a Genesys wealth adviser.
This communication is provided by Landmark Operations Limited ABN 73 008 743 217 (Landmark) which acts as a Lead Referrer for Genesys Wealth Advisers Ltd, ABN 20 060 778 216 (Genesys) and may contain general financial product advice. Such advice has been prepared without taking account of your objectives, financial situation or needs. Do not act on this advice until its appropriateness has been determined by a qualified Genesys wealth adviser. Landmark does not accept any responsibility for any acts, omissions or advice of Genesys or its authorised representatives. Landmark receives a referral commission of 0% to 20% of any entry and/or ongoing fees in respect of customers referred to Genesys.