Generations Personal and Professional Financial Advice WodongaFinancial Services Partners

Your Needs/Our Services

Generations is a financial planning business with financial advisers of exceptional experience. Most of our clients discover us by word of mouth which means they like our advice services enough to tell their family and friends.

We are focused on delivering genuine value to our clients through the financial advice we provide. The rate of change in investment opportunities, legislative environment and technology presents a challenge that will test those without the right commitment and resources. We're here to help you grow your wealth faster, manage it better and safeguard it more effectively. In a fast-changing world we’re ever-ready to master change and turn it to your advantage; to build you a brighter future.

Our Services

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

 

Note: 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 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.

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).