Frequently Asked Questions
Find answers to common questions about our financial advice services, including superannuation, investments, insurance, and retirement planning. We have outlined key information to help you better understand how we work and how we can support your financial goals.
No. We pay for this. The first meeting is for you to share the financial topics that you are interested in. We can then ensure that we can add value to your situation before going to the next stage.
We allow approximately an hour and a half.
Details of any insurances, superannuation, investments and loans you have.
We have parking available at the front of our offices on Greenhill Road and parking at the rear of our office in Greenhill Lane. Please note that Greenhill Road is a clearway before 10.00am and after 3.00pm.
Definitely not. Our primary duty is to our clients and we only recommend products and services that are appropriate to our client’s needs.
Our Financial Services for Building and Protecting Your Wealth
My wife and I visited WealthGen with an open mind in how they could assist us. We went in hope of receiving professional advice and guidance on how to financially secure ourselves for our future retirement and not give up our current lifestyle. WealthGen provided a plan to ensure our future would be solid and secure and following the recommendations we would have a bright and secure future.
Throughout our meetings the WealthGen staff were always warm, friendly and nothing was a problem. I would have no hesitation in recommending WealthGen to anyone who were like us requiring direction and professional advice to establish your future.
The WealthGen team have been supporting and advising our family over the last 20 years. The team’s extensive knowledge in financials greatly benefited us last year as we needed them more than ever with the sudden loss of a family member. They were there every step of the way to answer all our questions and ensure all financial matters were managed accordingly which allowed us to grieve and focus on other things.