Generations Personal and Professional Financial Advice WodongaFinancial Services Partners

Personal Risk Insurance or Life Insurance

It's a morbid subject, but unfortunately some of us do die too soon or suffer a major medical crisis. Life Insurance, Income Protection, Trauma or Crisis Insurance, Total & Permanent Disablement, Business Expenses Cover - all insurance products but what do I really need in the event of the unexpected?

  • How would I pay my mortgage or rent?
  • How would I feed my family?
  • What might happen to my business, my income and my lifestyle?

Make an appointment today so we can help you identify your needs and plan a Wealth Protection Strategy so that you can make an informed decision about the insurance that you may need and which insurance company to arrange this with.

Our Services

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

 

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).