What we do

What we do

Financial education
Financial education

Financial Education

Financial Education

Financial Education

At Genistar, our mission is to help families solve the fundamental problems that keep them from achieving financial independence. We understand that planning your financial journey can be complicated, and sometimes daunting. Often you don’t even know where to start. There are so many questions:


  • How can I achieve my financial goals?

  • Which products are right for me?

  • Where can I get help?


Genistar is here to give you the knowledge you need to answer these questions so you can make smarter, more informed choices. In order to help you and your family along the path towards your financial goals, we offer a free Financial Game Plan (FGP) to those who qualify.


In addition to educating our clients on an individual basis through our FGP (Financial Game Plan), we also offer Financial Freedom courses for groups and organisations. Read more about our courses here.

Personalised
Financial Game Plan

Your personalised Financial Game Plan (FGP) is like a ‘sat nav’ for your finances. Based on your own goals and life objectives, it can show you how to get from where you are to where you want to be financially. It can give you ideas about how to reach your financial goals, pay off your mortgage and other debts early, and decide on your protection needs.

Financial Goals

The FGP will give you access to strategies you could use to reach your goals, such as: a house deposit, saving for your children’s education, or even a dream holiday. It can also help you plan for retirement by modelling your current level of pension savings into what you might have in the future; You’ll find out what you need to do now in order to live comfortably later.

Debt Freedom

The FGP will give you a clear strategy on how to pay off your mortgage faster, as well as any credit cards or other loans. The FGP will calculate the financial advantage of any overpayments, to show you the most effective strategy you can use to clear your debt. It even shows you how much interest you could save!

Protection

With the FGP, your representative will help you to work out the most effective way to protect your income and future plans. Together, you will identify any other areas that could be beneficial to your plan, such as writing a will or finding cheaper buildings and contents insurance.

You and your Genistar rep will use your FGP to find a clear path toward reaching your financial destination. In addition, the FGP can be adjusted along the way to keep you on track. Should your needs change in the future, your Genistar Representative will be happy to help you update this valuable tool.

Products and Services

Personal Protection

Buildings and Contents

Wills & Trusts

Pensions & investments

Commercial insurance

Debt Solutions

Mortgages

Reviews

What People Are Saying

Don’t take our word for it! See what people are saying on trustpilot.

Reviews

What People Are Saying

Don’t take our word for it! See what people are saying on trustpilot.

Reviews

What People Are Saying

Don’t take our word for it! See what people are saying on trustpilot.

Testimonials
Testimonials

Testimonials

Testimonials

Testimonials

We take pride in providing financial education which allows people to make informed choices for their personal finances

We take pride in providing financial education which allows people to make informed choices for their personal finances

We take pride in providing financial education which allows people to make informed choices for their personal finances

See all reviews

Articles

Articles

Articles

Discover our free financial education articles and stories from people who have changed their financial life.

Discover our free financial education articles and stories from people who have changed their financial life.

Discover our free financial education articles and stories from people who have changed their financial life.

See all articles

financial Articles
financial Articles

For more information, please contact your Genistar representative or enquire here.

For more information, please contact your Genistar representative or enquire here.

genistar footer logo


Genistar Ltd is authorised and regulated by the Financial Conduct Authority (472050)


VAT No. 326779856


Genistar Limited is incorporated in England and Wales, with registered

number 6315485. Its registered office is at Victoria House,
Harestone Valley Road, Caterham CR3 6HY.


Financial Services Compensation Scheme Protection

The FSCS is the UK’s compensation fund of last resort for customers of authorised Financial Services firms. With the standard Financial Services Compensation Scheme (FSCS) you are covered under the General Insurance Arranging claim category whereby the cover is 90% of the claim with no upper limits if we cannot meet our obligations.


Further information about compensation scheme arrangements is available from the FSCS.

© Genistar 2024 all right reserved.