In This Section
Lane Moses is a boutique practice catering for the wealth management and estate planning needs of successful medical professionals, specialists and their families.
As a member firm of Genesys Wealth Advisers Limited, Lane Moses is part of network of around 350 wealth advisers in 130 practices across Australia, providing financial services to around 100,000 Australians.
Managing wealth today is a highly complex, time consuming process requiring the coordination of numerous experts in the areas of:
- cash flow management
- risk management
- asset protection
- wealth creation
- retirement planning
- investment management and asset allocation,
- insurance,
- superannuation (including SMSF), and
- estate planning.
Some people enjoy devoting their time to personally managing these themselves. Others want to make sure the job is done correctly but would prefer not to handle all the details themselves. Genesys works with clients to create a comprehensive wealth management plan, and then assembles a top team to execute the strategy - allowing clients to get on with… their business ... their lives.
We find many people who are faced by these complexities do one of two things; do nothing and hope it works itself out, or take on the responsibilities themselves, often to the detriment of their business and families.
There is an alternative - consider appointing a personal CFO. Why not arrange a private meeting to discuss your situation and how we are placed to help you. Contact our office on 07 3720 1299 . During the appointment we will discuss your personal situation and get things moving for you. We look forward to working with you.
Don't forget to let us know you are a member of Salaried Doctors Queensland.
Lane Moses Pty Ltd is a corporate authorised representative of Genesys Wealth Advisers Limited, ABN 20 060 778 216, Australian Financial Services Licence no 232686. The term Chief Financial Officer (CFO) used in this material does not refer to a corporate officer of a company. The term is used to simply illustrate the roles of a financial adviser to help you achieve your financial needs and objectives.