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.

 

 

 

For more information, drop in to your nearest branch and talk to someone face to face or call us and speak to one of our friendly customer service consultants on 1300 55 72 72.

 

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