WALKER PENDER GROUP financial planning is authorized to provide financial planning services through Genesys Wealth Advisors - one of Australia ’s leading financial dealer groups making successful lifestyles happen! Financial planning solutions have never been so easy with WALKER PENDER GROUP and Genesys Wealth Advisors. Start planning your lifestyle today…
Making Successful Lifestyles Happen!
At Genesys it's our goal to witness our clients achieve their lifestyle
ambitions based on profitable and sustainable business standards. As a firm
we aim to be recognized throughout the district as a leading professional
and ethical financial planning practice. We believe it's our business to
help our clients to achieve financially successful lives. We are able to
help you achieve this through financial planning and Personal Risk Insurance.
While many of us insure our cars or homes, many of us fail to realise the
impact of not insuring our income-earning ability until it's too late.
Let us help you to achieve the lifestyle that you desire. We follow a three-step
wealth system to gain a complete overview of your financial position so
we can make recommendations that are integrated across all aspects of your
finances.
1.
Define your vision - imagine your future and agree lifestyle and
wealth goals. 2.
Design your wealth plan - develop the best strategy with your adviser. 3.
Refine and review - regular check-ups to review your goals and keep your
strategy
on track.
Come and
see us at Level 2, Ipswich City Square, Ipswich City Mall, or contact
us on (07) 3813 7800 and we will assist you in financial planning!
Walker Pender is a Member Firm and
Corporate Authorised Representative of Genesys Wealth Advisers Ltd
ABN 20 060 778 216 Australian Financial Service Licence No. 232686
Principal Member of the FPA.
1.
Define your vision - imagine your future and agree lifestyle and
wealth goals.
