Wealth Management

Wealth advice

Bank of Queensland has formed an alliance with Genesys offering customers financial planning and risk management advice.

Wealth management is about giving you support and guidance on the best way to manage your finances — from debt management and investing, to protecting your family in case something happens to you. The right advice from the right people will help you achieve your goals, whatever they may be.

To book an initial consultation with a Genesys wealth adviser, please contact your local branch or business banking manager.

About Genesys

Genesys has a network of over 400 wealth advisers across Australia, providing financial services to around 100,000 Australians and advising on more than $8 billion of investments and $100 million in annual insurance premiums1.

Genesys was created when two of Australia’s most established and respected financial planning firms, Garrisons and Associated Planners, merged in 2004.

Genesys’ parent firm, Challenger Financial Services Group is an Australian publicly listed financial services company. It has a market capitalisation of around $2 billion and forms part of the S&P/ASX100. Challenger’s assets and loans under management and administration total more than $33.2 billion2.

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1 As at 31 December 2005
2 As at 30 September 2005
Wealth advice is provided by Genesys Wealth Advisers Ltd, ABN 20 060 778 216, Australian Financial Services Licence No. 232686, principal member for the Financial Planning Association.
Bank of Queensland can refer you to a Genesys Wealth Advisor, however Bank of Queensland cannot provide you with any financial services or advice.

© Bank of Queensland Limited ABN 32 009 656 740