CANACCORD GENUITY FINANCIAL LIMITED

About

Canaccord Genuity is one of Australia’s premier financial services firms, offering full-service stockbroking, wealth management and financial planning services. Our hard-earned reputation for integrity and advisory expertise has led to our clients entrusting us with over $15b in funds under management and administration. 

Our Capital Markets business provides our retail clients with unparalleled access to investment opportunities and global expertise that have traditionally only been available to institutional investors. Additionally, our highly rated equity research covers 9 sectors and 120+ stocks in Australia and 1,000+ stocks in key growth sectors of the global economy.

We’re on a mission to be Australia’s leading Wealth Management firm, through continuous innovation and by providing outstanding personal service. Our sophisticated approach to Wealth Management is focused on building successful client relationships and is born from our considerable experience helping Australians manage their wealth. Accordingly, the first step in any new client relationship is developing a deep understanding of your personal circumstances and goals, so that all our financial advice is tailored to your unique requirements.

To learn more about Canaccord Genuity Wealth Management please visit www.cgf.com

About Canaccord Genuity Group Inc.

We are part of Canaccord Genuity Group Inc., a publicly traded Investment Bank under the symbol CF on the Toronto Stock Exchange, a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

Since its establishment, the Group has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.

Services

Investment Management

While no investment is without risk, a successful investment strategy begins by developing a thorough understanding of your personal goals, situation and tolerance to risk. From that baseline, your Wealth Adviser can design a personally tailored portfolio with a thoughtful mix of investments diversified across, and within, asset classes. This approach can help protect you from short-term swings in any one asset class and helps build your wealth over the long term.

Financial Planning 

Developing a strategy to work towards achieving your lifestyle goals, both now and into the future, is the essence of financial planning. Our team work with you to create a tailored roadmap for your financial future, based on a thorough understanding of your unique day-to-day financial needs and long term aspirations.

Stockbroking Services

When buying and selling shares, it’s essential to have the right advice. With direct access to real-time data, quality research and sophisticated market analysis tools, our team of experienced Advisers provide expert advice on stock selection and investment opportunities across Australian and international markets.

Superannuation and Retirement Planning

Together with the government age pension, superannuation forms the basis for Australia's retirement income policy, and is a tax effective way for all Australians to save for their retirement. As a result of being tax effective, there are a number of rules that apply to restrict how much income you can contribute and the conditions under which you can access it. An appropriate superannuation strategy is essential when planning your retirement to ensure you will be able to fund your desired retirement lifestyle.

Legacy and Estate Planning

Engaging your entire family in a discussion around the responsibilities and opportunities that wealth brings significantly improves your odds of creating an enduring family legacy. Your Wealth Adviser can work with you to build a comprehensive plan for transferring assets to future generations, while also working with each generation to help teach responsibility for nurturing the family legacy through collaborative wealth management.

Insurance Advice

Adequate insurance is an important part of any wealth management strategy. Three in four Australians will be diagnosed with a serious illness in their working life (Australian Bureau of Statistics) which could leave then unable to work. In fact, Australians have a one in three chance of a disablement causing them to not be able to work for more than three months before turning 65 (Institute of Actuaries Australia).

Whether you’re an experienced investor or just getting started, our experienced advisory team can develop a plan to help you achieve your financial goals.

Call 1300 582 256 to speak to an adviser about your individual requirements.

Contact Details

Street Address:

Level 15
333 Collins Street
Melbourne VIC 3000
Australia

Postal Address:

Level 15
333 Collins Street
Melbourne VIC 3000
Australia

Web:

http://www.psl.com.au

Email:

cgau-cga@cgf.com

Phone:

+61 3 8688 9100

Fax:

+61 8 9225 2871

Member Since:

2010