Generational Wealth Partners

Generational Wealth Partners is a financial advisory and planning firm based in Townsville, formerly named Cox Financial. The firm has collective experience of over 50 years and offers services in Aged Care, Estate Planning, Insurance, Investment, Retirement Planning, and Superannuation. Andrew Cox is a Senior Financial Adviser and Business Owner, and a Certified Financial Planner with nearly 20 years' experience as a financial adviser.

Reegan Wass is a Senior Financial Adviser and Business Owner with more than 20 years' experience in the finance industry, specialising in retirement income strategies, SMSFs, and aged care planning. Allison McGimpsey is Chief Operating Officer and Business Owner with nearly 20 years in the financial planning industry. Jeannie Southwell is a Compliance Officer who has worked in the financial planning industry since 2002. The firm was a finalist for Practice of the Year in 2020, 2021, 2022, and 2025, and won Practice of the Year in 2023. Reegan Wass won Adviser of the Year in 2025.

Generational Wealth Partners, based in Townsville, draws consistently positive remarks for the professionalism, reliability and courtesy of its staff. A recurring point is the clarity of the guidance provided, with Andrew named by multiple reviewers for explaining how strategies apply to their particular circumstances and for building trust that endures across years and milestones. Clients describe feeling properly informed, with financial planning and wealth management advice set out in plain terms so they understand their own positions. The practice is repeatedly associated with patient, well-informed service, and reviewers note that contact continues well beyond an initial consultation, which helps explain why many maintain the relationship long term.

Feedback points to outcomes that met or exceeded expectations, including assistance with advice clients had not previously thought necessary. Helpfulness runs through accounts of the team, whether in answering questions or working through options as circumstances change. Reviewers also value being treated as individuals rather than as a single transaction, and the willingness to keep explaining until matters are clear. Andrew and the wider team are linked with dependable, informative support, and the steady accumulation of milestones handled together reflects the confidence clients place in the firm.