Goals & Dreams Financial Planning Testimonials

 JS – Carindale

I am so glad a friend recommended your financial planning company to me. You made my dreams of travel a reality. By following your advice, my husband and I have travelled to some amazing places just on the return from our initial investment.

 C & K – Murrumba Downs

Since their engagement as my financial advisers in November 2000, Kath and her team have excelled in their service delivery and advice. Kath radiates a genuine warmth and caring manner mirrored by all their team.

 M & W – Boonah

Kath, Mary and I have valued your friendship and professional advice over the past years. Your patience and efforts to ensure we understood complicated regulations and legal requirements is greatly appreciated. Your ability to provide realistic, achievable recommendations is testament to your willingness to listen and to understand our goals and needs. Our thanks also go to your capable staff.

 B&D – Samford

Kath, being with you is so vastly different from our previous ‘experience’. You are such a breath of fresh air and you are so lovely to deal with. It’s like being a part of a family who all care for each other.

 LB & JA – Strathpine

Kath has been very supportive in the good and the bad times. She is always available to answer any questions about our finances that may be of a concern. This is very reassuring. We know that our finances are in very good hands. We are also proud to call her a friend.

 M&D – Ferny Grove

My husband and I were at a stage where we needed expert financial advice and Kath Orman from GWA had come highly recommended to us.  From our first meeting we both felt very confident with Kath taking control of important decisions regarding our future financial health. During subsequent meetings, Kath guided us through the financial maze and de-mystified the process to our complete satisfaction.

Importantly, after we had finalised our affairs, we still need to discuss important issues from time to time with Kath, who is always available to take an appointment or a phone call.

 SP & JP – Albany Creek

Getting financial advice is critical to every person’s future. The earlier you start in getting sound advice the better. We started in our mid-career lives. We sought advice on how we could retire at 55.

The advice we were given was sound and a private super fund opened. In line with this, other advice was given with good intent but it did result in us being involved in an ATO case that eventually cost us substantially.

On moving to Brisbane we needed to seek a way to still achieve our dream of retirement. We were advised to talk to Genesys Wealth Advisers at Chermside.

This is when we met Kath Orman.

After our previous experiences it was with some caution. We only needed one meeting to establish the confidence that we are with the right people. We did not necessarily know it was the right company but more the right people.

The meeting was about what we wanted to achieve. Pay off the house, holidays, retire early and more, rather than the standard this is what I can do for you. From this first meeting a very professional proposal was presented at the follow up meeting.

There were complications in changing the Super set up from WA and it took some 12 months. The work put in by Kath was outstanding, further reassuring us that we had made the right decision to go with them as our Financial advisors.

We have forged a great respect for their care for their clients. They communicate very regularly. They provide updates and new information.

They respond to your requests for changing your portfolio. They have invited us to several specific market specialists updates and provided a positive outlook even though it has been a difficult time for all with investments. In fact, even though we were concerned with the world in financial turmoil, Kath provided a chart of history that really settled our thoughts. I am not aware of any of my personal friends who have had the same level of care from their advisors. What is most important to us is the relationship and honesty and genuine care that we receive.

We have the utmost confidence and respect for Kath and that is more important than anything. We expect we are going to have a long association with Kath and the Genesys Organisation.

 AT – Auchenflower

The Buck stops …well, it’s a learning curve ! 9 to 5, safe salaries and a predictable future were never a past life option with me. In the Far East and single, I paid low taxes and worked impossibly long and stimulating hours. In the UK and married, I shuddered at the percentage differences.

Widowed, now business-and-job-less, I opted for a new life in Australia, became a home owner and gave up on offshore finances.

This was my pre-Genesys period.

Sadly, I became involved with financial advisors who ruled rather than advised and found myself enmeshed in programmes and reports I could not fathom despite my repeated requests.

Then I met Kath Orman. Instant communication. Hallelujah !

I discovered that being blind, deaf and financially impotent had been a temporary aberration. It was a logical move then to join Genesys.

Kath designed a simplified investment programme that meets my retiree needs and where my decisions and awareness are a natural and accepted part of process.

As it should be. We have had some good years. And when we are through this wait-it-out time, there will be more. It’s a matter of trust.

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