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CG Wealth Management

Income focused investment strategies

At Canaccord Genuity, we're experts in helping our clients build robust, income-generating portfolios tailored to their unique financial goals. Our experienced Wealth Advisers work closely with you to understand your needs and risk tolerance, crafting a personalised investment strategy that prioritises income potential while also aiming for long-term growth. We leverage a diverse range of assets, including dividend-paying stocks and fixed-interest products, to create a balanced portfolio that aims to deliver consistent returns. Talk to us today to learn more about how we can help you to secure a steady income stream and achieve financial peace of mind. 

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Talk to one of our expert advisers to learn how CG Wealth Management can help you achieve your financial goals.

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Achieve more with CG Wealth Management

  • A Leading Australian Wealth Management Firm

    Our Wealth Management business has long-standing expertise in providing bespoke financial services to high-net-worth families, individuals and foundations. We have a strong national presence with 8 offices, 118+ Advisers, and $22b in assets under management.

  • Investment Management and Financial Planning

    We work collaboratively with each of our clients to help them build and protect their wealth by designing a customised portfolio containing a sophisticated mix of investments, diversified across and within asset classes.

  • Fixed Interest Products

    Through our network, we can source the best rates available from a range of institutions and potentially help you achieve better returns on your cash investments.

  • Exclusive Access to New Share Issues

    Eligible wealth management clients have exclusive access to the diverse range of new share issues, initial public offerings (IPOs) and other investment opportunities offered by our highly regarded Capital Markets team, complete with automatic notification and direct bidding.

  • International Trading

    Experience the market-leading NetX360 international trading platform, offering access to all major foreign exchanges, with order placement and support during local market hours. Our clients also benefit from competitive spot rate FX pricing and a hassle-free process for transferring existing shares onto our platform.

  • Local Expertise, Global Scale

    As part of the global Canaccord Genuity network, our clients have access to strategists and equity research on over 860 companies across Australia, Canada, US and UK.