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Megan McGrath, CFP®


Name Megan McGrath, CFP®
Company Generation Personal Professional Advice
Address 122 Hume Street
Wodonga, VIC 3690
Phone 02 6056 8777
Website http://www.generationsadvice.com.au http://www.generationsagedcareadvice.com.au

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.

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