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NextGen Wealth Solutions
Suite 40, 8 Victoria Avenue
CASTLE HILL
NSW 2154
Australia
02 9634 1755
02 9680 3750
Liam Shorte - Wealth Adviser & Finance Specialist
liam.shorte@genesyswealth.com.au
www.genesysadvisers.com.au/nextgen/
Member of:
FPA member
Other memberships:
MIAA
License provider:
Bank or insurance company or similar
Dealer Group:
Genesys Wealth Advisers
Level 2 240 Beecroft Road
EPPING, NSW 2121
Minimum annual fees:
$500.00
Profile
NextGen Wealth Solutions is a fully integrated financial services organisation staffed to ensure we are a one-stop shop for all your personal and business planning requirements.
We offer a complete range of financial advice and services. Rather than providing ad hoc solutions, NextGen helps clients create a focused approach to identifying and meeting their goals and objectives.
We are a firm of Financial Planners who work closely with Accountants with offices in Castle Hill, Parramatta, Port Stephens, Dungog, Gloucester and serviced offices in Mudgee and Newcastle , providing personal service, technical expertise and innovation solutions to our clients. Our services include:
- Accounting
- Taxation
- Estate Planning
- Investments
- Superannuation
- Margin Lending
- Mortgage Lending
- Insurance
- Equipment Financing
We can identify the short and long term benefits of smarter tax strategies and improved business and personal investment solutions. We have a reputation for excellence, innovative thinking and willingness to go one step further for our clients.
Unlike other advisory firms look for the best professional solution for our clients and if we feel we can’t offer that then we find the best and avail of their specialist knowledge on behalf of our clients.
A Comprehensive Financial Planning, Accounting, Insurance , Mortgage Lending and Tax Service to anyone who wants to plan seriously for their future!
Speciality Details
We specialise in advising small business owners, age 30-50 Wealth builders and Retirees. We have a no fuss approach. Honesty and client needs come above all else. We live by the motto "what goes around comes around.”
We have a large number of Self Managed Super Fund clients and our advisers have completed additional Self Managed Super Fund Specialist Accreditation courses.
Our reputation as a reliable, professional, enthusiastic and well-educated team, a large portion of our clients are referred to us from existing clients. Because we spend the time with people to really help them understand their options and enable them to make informed decisions we have become an essential part of many of our clients future plans and the first stop for advice.
Liam Shorte is also an Accredited Mortgage Consultant so can advise on Reverse Mortgages or Equity Release Loans for seniors. We adopt an Advice focus first by addressing income, capital and Centrelink outcomes before recommending a loan.
Investment & Superannuation planningSuperannuation
Corporate Superannuation Advice
Self Managed Super
Comprehensive Financial Planning
Direct Equities/Broking Services
Education Funding
Tax Advice
Mortgage
Loans
Remuneration
Combination of fee only and commission based
Risk insurance & Estate planning
Term Life Insurance
Disability Insurance
Income Protection
Wills