|Genene Wilson CFP®
|6/438 High Street
Penrith, NSW 2750
|0403 026 800
Genene's goal is to change people's lives for the better. To assist her clients in getting clear on what they want and making wise financial decisions, so they become financially free and live their best life.
Genene believes financial advice improves your life and opens new possibilities for an exciting future. She has a passion for education and integrates teachings into the advice process so that her clients make informed decisions about the financial strategies that could change their life.
Genene focuses on strategy first across each season of life. Whether you're starting with money, seeking to understand basic principles and undertaking foundational planning or a more advanced one. Genene works with wealth accumulators, investment management through the middle years and retirement, and intergenerational transfer. Ensuring her clients are future-focused, strategies could include investment, superannuation and retirement income, gearing for investment and debt management, improving tax efficiency, and income and asset protection for family and estate.
Genene is a CFP®. Genene has been a practising Financial Planner since 2010.