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.
WE HELP YOU WORK TOWARDS ACHIEVING YOUR FINANCIAL GOALS AND CAN ASSIST YOU TO NAVIGATE A RANGE OF LIFE EVENTS INCLUDING:
BUYING A HOME
STARTING A FAMILY
LOSS OF A LOVED ONE
FAMILY MEMBER ENTERING AGED CARE
Cashflow and Budgeting
Aged Care funding
Self-Managed Super Funds
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.
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: