Testimonials

Financial Planning Testimonials Western Sydney


I find Genene explains things to me in simple terms and is very approachable – Andrew


My wife and I have benefited from Genene Wilson’s guidance and advice since our initial contact with her. She is a dependable professional who gives pretty solid advice without wasting time on risky adventures – Asthika and Nagi Chara


Genene is the best. If I’d met her 20 years ago I’d be retired now (and rich). I can thoroughly and confidently recommend her and her team – Brett


Have already recommended Genene to work colleagues, and very excited about our future under her guidance. Looking forward to watching the progress – Craig


Genene Wilson is a very efficient and effective Financial Advisor who communicates extremely well. Genene is honest and reliable and I value her opinion in helping us to be self sustaining in our retirement. Her wealth of knowledge and dedication to us as her clients is phenomenal and I would highly recommend her – Karen


Very Happy with everything that is explained. Genene is always happy to help. Have never had a problem talking to Genene I think that she always tries hard to please and been very available – Lyne & Peter


Genene has excelled on every front as my advisor wearing, as initially requested, not only her professional investment advisory hat but also always remaining aware that I was a single mother and needed a conservative consideration for my future. Genene has fulfilled all my expectations helping me understand the complex world of investments, with patience and respect. I trust her judgment and feel, at all times, her absolute priority – Virginia