Financial planning: Get all the right advice at Genus Wealth

In difficult times, people need someone they can trust.

NEW LOOK: Meet the team at Genus Wealth, Roy Massey, Lena Peel, Kellie Tooth and Michelle Johnson. Picture: SUPPLIED.

NEW LOOK: Meet the team at Genus Wealth, Roy Massey, Lena Peel, Kellie Tooth and Michelle Johnson. Picture: SUPPLIED.

There has never been a better time to receive quality financial advice.

Previously known as Addison Partners Financial Planning, the team at Genus Wealth has been offering personalised financial advice in the Port Stephens region and beyond for more than 20 years.

Director, Certified Financial Planner Roy Massey, said the Genus Wealth team took pride in delivering a very high level of service to its customers.

"We are very hands on with our clients, and very accessible," he said.

"Our clients know they can call us, or drop into the office, any time they need us."

The highly qualified local team of professionals includes financial advisors Roy Massey, Lena Peel, and Mark Peper, paraplanner Kellie Tooth, and Michelle Johnson in client services.

Sound financial advice is particularly important in the current climate, given that sharemarkets are going through a very turbulent period.

"We are able to help in these difficult times," Lena said.

"Having the right information to hand to make the right decisions, when there is so much information out there, both good and bad, is so important. People need someone they can trust."

In this regard the team can rely on its extensive industry contacts to ensure their clients are getting the best advice possible.

Genus Wealth offers a full range of financial planning services, from investment management, retirement planning, superannuation advice and personal risk insurance.

By maintaining a small client base, Roy says it allows the staff to develop close, long-term relationships with clients.

To find out more, visit the Genus Wealth website www.genuswealth.com.au. You can also find them on Facebook or at the office at 12B Teramby Road, Nelson Bay.

The Facebook site offers up-to-date insight into current events and factors influencing our finances, including various articles relating to the recent sharemarket downturn.

You can contact the office by phone on (02) 4052 2999 or by email on enquire@genuswealth.com.au

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