|Name||Megan McGrath, CFP®|
|Company||Generation Personal Professional Advice|
|Address||122 Hume Street
Wodonga, VIC 3690
|Phone||02 6056 8777|
Megan has been working in Financial Services since the early 1990's and in conjunction with Graham Jenkin, launched Generations Personal & Professional Advice in 2007.
Megan provides a truly comprehensive retirement solution which helps her clients to retire with peace of mind. Aspects such as longevity, determining the right type of Income Stream, potential Centrelink entitlements , the need to create non-superannuation reserves, Estate Planning Issues and Aged care funding are vital elements to any sound retirement plan.
Rather than working solo, Megan prefers to take a holistic approach to her advice and regularly involves the other important advisers that a client may have in determining the final strategy.
Megan is an accredited SMSF Specialist and has developed an affinity with providing Aged Care advice.