Generations Personal and Professional Financial Advice WodongaFinancial Services Partners

The Generations Approach

  • Aspirations - identify your life goals and objectives.
  • Discovery - gain a thorough understanding of your financial position.
  • Hurdles - identify any potential issues which may impact on your goals.
  • Advice – written recommendations are provided.
  • Implementation – your plan is put into place.
  • Review – you choose the frequency of your review.


Mission Statement

We engage with you to provide financial solutions. We empower you to gain confidence and security for the future.
As you evolve on life's journey, we will be there beside you.

Engage
Coming together is a beginning.  Keeping together is progress. Working together is success.
- Henry Ford

Empower
The only thing that will stop you from fulfilling your dreams is you.
- Tom Bradley

Evolve
Once the person commits to being coached, he or she begins to experience a different, more hopeful world as his or her perceptions evolve.
- John G Agno

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).