Generations Personal and Professional Financial Advice WodongaFinancial Service Partners
Young Adults - Seeking Financial Advice

Young Adults

Seeking financial advice when your starting out can make a long tern difference.

Families - Looking to invest


Paying off the mortgage, investment, super, insurance - advice helps you stay on track

Pre-Retirees - Thinking of life after work


You’ve build your career, thinking about life after work, Advice will help you prepare for transistion

Retirees - Travel, hobbies, grandkids


Travel , hobbies, grandkids. Advice will help you fund the things you want to do.

Welcome to Generations Personal & Professional Advice

Our team can assist you to accumulate and grow your wealth faster, we engage with you to help empower you to evolve to a brighter financial future.

When comprehensively planning for your financial future, we gain a thorough understanding of your current financial position and future goals and aspirations. We then analyse the best way for you to achieve your goals, not forgetting to consider any variables which might affect your outcome. Should you require our assistance, we can assist you to put your plan into place. Lastly, we always recommend that you regularly review your position in light of your goals and make any adjustments required to ensure that you remain on track to achieving them.

What you require in the way of Financial Planning Advice is usually dependent upon your age and financial position. Please refer to Your Needs/Our Services for a description of issues relevant to investors in different life stages. We deal with a wide range of people in the areas of Albury/Wodonga, Yarrawonga, North-East Victoria and Southern New South Wales.
Our Services

Financial Planning incorporates a number of different designations and broadly includes:


Notes: We're not  legal advisers or registered tax agents who can assist with preparation and lodgement of income tax returns but both Megan and Graham are registered with the Tax Practitioners Board as Tax (financial) Advisers.. All Taxation and Legal advice should be checked with a qualified adviser in each of these professions prior to proceeding with our advice.

To provide you with other outcomes you require, we tailor strategies that can assist you to accumulate investments and superannuation faster, save tax and protect your financial plan in the event of something unforeseen occurring.

Looking out for you and your family’s generations to come.

The information within is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to products mentioned before making any decisions. For Australian residents only.

Graham Jenkin and Megan McGrath Authorised Representatives of Financial Services Partners Pty Ltd (ABN 15 089 513 587 AFSL 237590)
Nilmar Pty Ltd (ACN 122 436 891) as trustee for Generations Unit Trust (ABN 16 990 501 129) trading as Generations Personal & Professional Advice is a Corporate Authorised Representative of Financial Services Partners Pty Ltd (ABN 15 089 512 587 AFSL 237590).

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