The following are extracts of testimonials from some of our clients; full transcripts are available at our office.

"Without our financial plan and my husband's life insurance I would have been sunk. I would have had to sell our family home after the funeral and move the kids and myself elsewhere. As it is, we have been able to stay in our home and I have been able to retire from teaching this year, aged 56... I have no hesitation in recommending... Genesys as excellent financial advisors." Andrea W

"Cash flow reports all balanced up... Everything is going well, we actually look forward to getting our bank statements; it's a nice change." Darren B

"We really are warming to our new arrangements we have with our finances... It really does work and what a feeling it is to actually be in control of the mighty plastic and not the other way around as we were in a 'past life'." Keith C

"...My Husband and I chose to join the PIMS program earlier this year, after months of deliberation I might add. However, since we have joined we have never looked back. Thank you MeritPlan we look forward to our lifetime membership with your firm." Marc and Sarah