Home - Certe

Private
Wealth

From protection to prosperity; Straight talking, straightforward financial management and advice that gives you the tools and confidence to balance lifestyle with future.

Uncomplicated Advice

Corporate Benefits
+ Wellbeing

Risk management and financial wellbeing expertise to protect your business and empower your workforce.

Unrisky business

Some of the firms we work with:

What our private clients say

Knowledgeable and Trustworthy

When I started my business my friend told me to call Wilton. His experience ensured I never missed anything and stayed on track with my business plan. He always spends the time to understand my needs and to find the right advice for my situation. He now deals with me, my staff and my family. Wilton is the person I can trust.

Junko Y, E-square Solutions

Strategy that paid off

I was 32 when I undertook a review of my insurances. Genesis (now Certe) delivered a complete risk mitigation strategy that at the time required investment – a conflicting priority for someone that age. Eighteen months later and with a child on the way, I was diagnosed with cancer. The Genesis strategy paid off my mortgage, ensured continuity of income and allowed me to tackle my health issues with no financial worries. Genesis (now Certe) went above and beyond at the time of my claim and Phil became my Best Friend Forever. I will be forever grateful for choosing to see an industry expert that genuinely cared for me and my family.

Cass B, NSW

Continuous Support

When I developed a chronic illness, my ability to work in my profession was affected. My savings diminished fast and my ability to work seemed limited. Megan helped guide me through the claims process to get the best possible outcome and continues to make sure I get support.

Greg P, NSW

Individual attention

I have worked with Genesis (now Certe) for 16 years. Initially, it was general advice regarding my superannuation, but this progressed to a more in-depth relationship which now involves all aspects of my financial situation. Their considered, tailored advice has suited me well and I would recommend them where more individual attention is preferred.

Martin M, SA

Caring Customer Service

In February 2019 my husband passed away. I thought the claims process would be a formidable task. I was wrong! I met with Jeremy on 5th March to complete forms and received payment on 22nd March. If Certe weren’t involved, I’d still be besieged with bureaucracy and waiting for the claim to be paid. Even after the claim Jeremy and Megan were still checking in… asking how I was.

Elaine S, NSW

Understood needs of a Partner in professional service firm

I was referred to Genesis (now Certe) when I was admitted to Partnership; together we worked on a financial plan looking at my needs through to retirement and set up life and related insurance policies for myself and my family. I have always felt that Genesis (Certe) puts me first in our discussions and there is never a sense of pushing a product. They have a good understanding of the specific needs of a partner in a professional services firm, particularly around navigating Partner independence rules.

Peter R, WA

Went Above and Beyond

I’ve been a client for 20 years. Insurance is an expense that seems difficult to justify, especially when you’re young and healthy. Unfortunately, in 2019 I became ‘one of those people’ who had to make a claim. Through these difficult times I was impressed how Jeremy and Megan went above and beyond to guide me through the unchartered waters of an insurance claim.

Alf A, NSW

Certe is part of the AZNGA Group. General Advice Warning: The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Certe Wealth Protection Pty Ltd (ABN: 31 150 270 278) and Genesis Financial Partners (ABN: 24 095 795 878) are Corporate Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.

Uncomplicated^*
advice

Unrisky
business^*

Certe is a boutique financial advisory group, working exclusively with busy professionals and large professional service firms.
Bespoke solutions. Expert understanding.

Private
Wealth

Corporate Benefits
+ Wellbeing

Some of the firms we work with:

What our private clients say

Knowledgeable and Trustworthy

Strategy that paid off

Continuous Support

Individual attention

Caring Customer Service

Understood needs of a Partner in professional service firm

Went Above and Beyond

Unwavering*

Our team has your back

Answers to all your questions,
even the ones you didn’t know to ask

Uncomplicated*advice

Unriskybusiness*

Certe is a boutique financial advisory group, working exclusively with busy professionals and large professional service firms. Bespoke solutions. Expert understanding.

PrivateWealth

Corporate Benefits+ Wellbeing

Some of the firms we work with:

What our private clients say

Knowledgeable and Trustworthy

Strategy that paid off

Continuous Support

Individual attention

Caring Customer Service

Understood needs of a Partner in professional service firm

Went Above and Beyond

Unwavering*

Our team has your back

Answers to all your questions,even the ones you didn’t know to ask

Thank you.

Name

Uncomplicated^*
advice

Unrisky
business^*

Certe is a boutique financial advisory group, working exclusively with busy professionals and large professional service firms.
Bespoke solutions. Expert understanding.

Private
Wealth

Corporate Benefits
+ Wellbeing

Answers to all your questions,
even the ones you didn’t know to ask