Genus Wealth - Financial Advisors

20/12/2024

Merry Christmas from the team at Genus Wealth. Thank you again for your ongoing support this year. We hope that you and your families have a very Merry Christmas, and a safe and happy 2025. Our office will be closing shortly, and we will reopen on the 6th of January 2025.🍾

28/11/2024

07/03/2024

We are proud to take home the Client First Excellence award at the 2024 Insignia Financial presentation!
This is a wonderful recognition for our team, achieving our vision: "To provide a high quality, personalised financial planning service, where we forge long lasting relationships with our clients, to help them navigate their financial journey".

07/02/2024

We are excited to be expanding our service offering in the specialised area of Aged Care financial advice. Our financial adviser, Lena Peel, has recently graduated the Master of Financial Planning with an outstanding achievement of first place for the Aged Care subject nationwide.
Aged Care financial advice can assist you, or your loved ones, when transitioning into the Aged Care environment.
Lena is compassionate and understanding in these times of transition and appreciates that this can be stressful and uncertain for both those entering Aged Care and their family members. Lena can assist by reviewing the financial options available including considerations for the family home, funding aged care fees, strategies to minimise fees where possible, and maximise Age Pension benefits.
Lena is passionate about helping her clients and excited to help more individuals smoothly transition into the next phase of their lives.
If you, or someone close to you, would like guidance in relation to Aged Care financial advice please contact us on 02 4052 2999 to arrange an obligation free initial consultation with Lena Peel.

21/12/2023

Merry Christmas from the team at Genus Wealth!
We wish all our clients, friends, and family a happy Christmas and healthy New Year.
Please note our office will be closed from Friday the 22nd of December, and will re-open on Monday the 8th of January 2024.

01/12/2023

Genus Wealth is proud to sponsor the Luke McCarthy Police and Community Charity Golf Day at Pacific Dunes Golf Course today.
For more fundraiser information:
https://www.facebook.com/profile.php?id=100091730820144&mibextid=kFxxJD

17/08/2023

Thankyou everyone who voted for us, we have been nominated a finalist in the Port Stephens Business Awards for the third year in a row 🍾🎉🎊. Thankyou for your support.

06/03/2023

We wish our amazing Administration Assistant, Michelle Johnson, a very happy 50th birthday!

07/02/2023

The RBA has today announced a 0.25% rate rise, bringing the official interest rate to 3.35%.
Governor Philip Lowe states "Global inflation remains very high. It is, however, moderating in response to lower energy prices, the resolution of supply-chain problems and the tightening of monetary policy. It will be some time, though, before inflation is back to target rates. The outlook for the global economy remains subdued, with below average growth expected this year and next." Read more:

At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 3.35 per cent.

22/12/2022

Merry Christmas from the Genus Wealth team!
We wish you a happy and healthy Christmas and New Year.
Our office will be closed Friday the 23rd of December, and re-open on Monday the 9th of January.

12/10/2022

We are excited to be nominated as a finalist again this year in the Port Stephens Examiner Business Awards. Thankyou to everyone who has voted for us.

25/08/2022

Congratulations to our financial advisor, Lena Peel, for taking home the Excellence in Financial Protection award at the Lonsdale & IOOF Alliances national conference awards presentation last night.