About Us

Pension funds made easy in NSW

Financial Genius provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to fulfill your objectives.

However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.
Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding. We can also provide you with contact details for some of our existing clients (with their permission). You can speak with them to find out more about how we work and what their experience with us has been like.

Our Team

Our highly experienced team has over 19 years of combined experience in finance industry. During this time, we’ve helped many people significantly improve their financial independence and security. Get to know more about our team and how we can help you.
Jack Wei
Experience
Jack specialises in property investment and has been considerably involved in small businesses located in the Northern Districts.
Qualifications Jack is a qualified CPA and Financial Planner, holding the Diploma of Financial Planning. He also hold a Master of Commerce from Macquarie University.

Please do not hesitate to contact Jack on:
Mobile: 0408 288 149
Jack Wei property investment

Contact Information

Address
1 Dickson Avenue
West Ryde NSW 2114

Phone
02 8065 3318

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