Genesys Wealth Advisers

Who we are

Based in Bellerive, Foundation Wealth Advisers has been guiding individuals and businesses towards financial success since 1992. As a team of experienced financial planners, we are passionate about helping our clients achieve their financial goals and secure their future.

Our vision

We believe in building long-term partnerships with our clients, understanding their unique needs and aspirations. We work collaboratively to create personalized plans that empower them to build, protect, and manage their wealth and lifestyle for the present and future.

Financial Planning

• Retirement planning and wealth creation
• Superannuation advice and portfolio management
• Budget and investment planning
• Centrelink assistance and taxation planning
• Estate planning and risk management

Business Advisory

• Business succession planning
• Cash flow and profit improvement strategies
• Employee superannuation and salary packaging

What sets us apart

• Decades of experience: Our team boasts over 50 years of combined knowledge and expertise in the financial planning field.
• Personalized approach: We take the time to understand your individual needs, goals, and risk tolerance.
• Long-term commitment: We believe in building strong relationships with our clients and working alongside them every step of the way.

What to expect from us

• Confidentiality: Your personal information is treated with the utmost care and discretion.
• Transparency: We provide clear and concise explanations of our process and fees.
• Accessibility: We are dedicated to providing responsive and personalized communication throughout your journey.

Our team

Led by Stuart Bale and Mark Hudson, our experienced team comprises qualified professionals with diverse expertise in financial planning. We are committed to delivering exceptional client service and partnering with you to achieve your financial aspirations.