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LANDMARK | 12 November 2007

Landmark offers wealth management services nationwide


Landmark will now offer wealth management services nationwide after a very successful pilot program.The wealth management services offered by Landmark is through a strategic alliance with Genesys Wealth Advisers.

 

General Manager of Landmark Financial Services, Colin Taylor, said the pilot was extremely successful and we are now confident we have the expertise, systems and knowledge in place to roll the service out nationwide for the benefit of our rural customers.

 

 

The strategic alliance utilises the existing Landmark distribution platform to provide customers with access to professional and, more importantly, ‘client-focused’ financial advisers.

 

Genesys Wealth has a network of around 400 advisers located throughout Australia, and provides financial services to over 100,000 clients, advising on more than $10 billion of investments and $100 million in annual risk insurance premiums. Challenger Financial Services Group is a publicly listed company and is the parent company of Genesys Wealth Advisers.

 

“Partnering with Genesys Wealth further demonstrated Landmark Financial Services commitment to providing solutions to meet the needs of our clients,” Mr Taylor said.

 

“To complement the existing suite of Landmark financial products, clients will now also be able to access services such as estate and succession planning, farm equalisation strategies and superannuation investments.

 

“One of the key strengths of the partnership is the network alignment of the two partners.”

 

The arrangement with Genesys is consistent with Landmark's strategy of offering a complete range of services to rural clients through developing alliances with established providers.

 

Media enquiries, contact:
Peter McBride
(03) 9209 2174 or 0417 662 451


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