Financial wellness is something that everybody can achieve.
Genki Finance is here to show you how.
 

Building investment portfolios, boosting your super fund for retirement and general wealth creation are the dreams of most Australians. These don't have to be dreams, they can become a reality through robust financial planning and investment advice. 

But every journey begins with a step. At Genki, we want to hear your stories and learn about your life and your long term goals. We aim to arm you with the knowledge and confidence required to progress towards your goals and build a positive financial future. 

We are a financial planner in Canberra providing financial planning services and personal financial advice to individuals in Canberra, Sydney and the Blue Mountains. We are an authorised representative of the RI Advice network and member of the Financial Planning Association of Australia. 

 
SERVICES

WE HELP YOU WORK TOWARDS ACHIEVING YOUR FINANCIAL GOALS AND CAN ASSIST YOU TO NAVIGATE A RANGE OF LIFE EVENTS INCLUDING:

MARRIAGE

RELATIONSHIP BREAKDOWN

BUYING A HOME

RETIREMENT

STARTING A FAMILY

REDUNDANCY

LOSS OF A LOVED ONE

FAMILY MEMBER ENTERING AGED CARE

Investments

Superannuation

Wealth Creation

Estate Planning

Retirement Planning

Personal Insurances

Cashflow and Budgeting

Debt Management

Aged Care funding

Self-Managed Super Funds

Centrelink

Referrals to mortgage brokers and solicitors

SPECIFIC AREAS OF ADVICE THAT WE COVER INCLUDE:

 
ABOUT GENKI FINANCE

Life is about growth, and we all grow in our own unique way. How we define happiness or wellness is personal to each of us but what we all have in common is that we all want to lead fulfilling, healthy, positive lives.

Genki Finance works with you to understand your individual financial situation and offer financial planning advice on the options and strategies available. Our own unique strength is making complex situations easier to understand and manage. We bring our years of experience, optimistic energy and enthusiasm to the table to help address your financial needs so that you can work towards your financial goals with confidence and clarity. 

As a Financial Adviser, we recognise that understanding things like investment and financial services, expert financial analysis and estate planning can be challenging. That's why we're here to help. We break it down for you in regular language, and answer your questions along the way. We're here to help so that you can get on with life. 

 

FINANCIAL WELLNESS IS SOMETHING THAT EVERYBODY CAN ACHIEVE. GENKI FINANCE IS HERE TO SHOW YOU HOW.

ALISON KAIGAN
Financial Adviser BBus(FinPlan), Adv Dip FP, BA

Alison is the founder of Genki Finance. She has a Bachelor of Business (Financial Planning), Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Arts (Languages). She has been working in Financial Planning since 2010 and prior to that was employed by Macquarie Bank. She was shortlisted for a national award by the Association of Financial Advisers (AFA) in 2017, is a member of the Financial Planning Association (FPA) and is a Justice of the Peace (NSW).


Further details can be found in the Adviser Profile and Financial Services Guide Authorised Representative of RI Advice Group Pty Ltd:

 
 

Phone: (02) 8081 0208

Postal Address:

PO Box 5165 Lyneham ACT 2602 

Business Address:

Level 9, Nishi Building, 2 Phillip Law St, New Acton ACT 2602

Genki Finance is an Authorised Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider whether the information is appropriate in light of your needs and circumstances. No responsibility is taken for the accuracy, timeliness or completeness of information. The information (including taxation) on this website does not consider your personal circumstances and is of a general nature only. You should not act on the information provided without first obtaining professional advice specific to your circumstances. The views expressed are solely those of the author, they are not reflective or indicative of RI licensees’ position and are not attributed to RI Advice Group. They cannot be reproduced in any form without the written consent of the author.

 To view the RI Privacy Policy please go to www.riadvice.com.au/privacy-policy

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