Our Personal Services
Tax time is an opportunity to have a good think about your income, expenses, investments, superannuation and your tax planning for the year ahead. By combining both tax advice and financial advice through our in-house Genesys Wealth Adviser, we are able to offer our clients a complete financial advice services that is tailored to your needs.
Your annual tax return provides the opportunity for us to review the competitiveness of your mortgage, investment loans, superannuation, personal investments (shares, managed funds and property) and personal insurance cover.
We are specialists in the area of Self Managed Super Funds and by combining our investment services through our in-house Genesys Wealth Adviser and our own accounting and compliance services, we assist many clients with taking control of their own superannuation investments.