4 NextGen Wealth Solutions / Genesys Wealth Advisers

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Overview

5/15 Terminus Street CASTLE HILL, New South Wales 2154

We offer a range of optional services on a fee for service basis to SMSF Trustees or those considering a SMSF. The services include SMSF set-up advice, Education for Trustees, Portfolio Design and Maintenance, Strategy options and Regular Seminars.

phone: 02 8853 6833

fax: 02 9894 1944

w: http://www.nextgenwealth.com.au

e: liam.shorte@genesyswealth.com.au

Description

We give our clients and their families financial peace of mind and help them take back control of their finances and wealth management. We show them how to use their wealth both inside and outside superannuation to maxmise their returns and structure their assets for maximum flexibility to meet their business and family needs.

We do this by providing comprehensive wealth advice, creative solutions, and sensible investment strategies that help them reach their financial objectives.

We can help you create the financial security that lets you focus on what’s really important in your life.

Hours of work

Mon-Fri 8.30am to 5.00pm
Appointments outside Office Hours by prior arrangment

Locations

Offices in: Castle Hill
Windsor
Port Stephens
Kurrajong