Merger Information Hub

Demand for strategic financial advice among Certe's corporate clients and their employees has been steadily rising. Many are partners and executives of large professional services firms; they're time poor and want convenient access to high quality advice on insurance, superannuation, investing and retirement planning from someone they trust.

Partnering expands the breadth and depth of services available to both Certe and Genesis clients.  It also provides greater career development opportunities for the talented senior staff at Genesis and creates a path for Managing Director Phil Robbins to gradually step back from day-to-day management.

The Certe ethos closely matches that of Genesis, ensuring the combined business can move to the next level without compromising our commitment to taking care of our clients and staff.

The merger is scheduled for completion March 2025. From October 2024, both businesses will operate as Certe.

Genesis will become Certe from October 2024.

Key documents will be transitioned from the Genesis name to Certe. You may still see Genesis listed as your adviser on policy documents and account summaries until late 2025.  

All Genesis advisers and support staff will remain with the business; you can continue to work with your adviser the way you always have. 

From mid-October 2024, your advisers and their support staff will begin using a Certe email address. You will still be able to write to them at their old Genesis email address for 12 months.

There will be no change to your adviser’s direct phone number. Our business phone number has changed to (02) 9132 5900.

If we are the adviser for your insurance policy, superannuation, or investment account, it’s important to know that there will be no change to your:

• Investments
• Insurance
• Administration fees
• Account details (including any beneficiaries and authorities)
• Pension payment amounts and frequency (if applicable)
• Defined Benefit entitlements (if applicable)
• Policy / account numbers

There will also be no impact on current insurance claims.

You’ll continue to have access to the same people, products and services you know and trust.

There will be no change to your existing policy or account numbers.

There will be no change to your existing adviser service fee as a result of the merger.

Genesis previously serviced your financial planning needs as an authorised representative of Madison Financial Group, an Australian financial services licensee (AFSL 246679). In January 2024, to align with Certe, we moved from Madison Financial Group to Fortnum Private Wealth (AFSL 357306).

Fortnum is now the licensee responsible for our financial product advice and has access to your personal and financial information.

There will be no impact on current or in progress insurance claims.

We will continue to manage any claims on your behalf, and there will be no interruption to the claims management process or the contacts you have at the insurer or with Genesis.

There will be no impact on any cover offered as part of a Group Insurance Plan.  The only change is that Certe will now administer and manage your policy on your behalf. 

There will be no impact on your Group Insurance Plan. You can continue to work with us the way you always have. Our bank account for payment of ongoing service fees was updated in January 2024 – the details are provided with your invoice.

Yes. Our new contact details are:

Email: connect@certe.com.au

Phone: (02) 9132 5900

Office: Grosvenor Place. Level 32, Suite 7, 225 George Street, Sydney NSW 2000.

Post: GPO Box 445 Sydney NSW 2001.

There will be no change to your adviser’s direct phone number.

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

More detailed information regarding services and the team which deliver them can be found on this website.

You can also connect with Certe on LinkedIn.

Backed by AZIMUT Group, AZ NGA was established in 2014 to build a formidable integrated accounting and advisory group. The group’s objective is to become the succession planning partner of choice for high-quality small to medium-sized accounting and advisory firms seeking a staged exit over the next 5-10 years.

The group’s unique offering combines the expertise and proven track-record of AZ NGA’s experienced team with the global scale and resources of one of Europe’s largest investment houses. Genesis has access to additional resources and specialist knowledge via the AZ NGA group.

Please give our team a call on (02) 9132 5900. 

We’d love the opportunity to speak with you.

Please email us at connect@certe.com.au and our team will be in touch to set up an introductory meeting.