Generations Personal and Professional Financial Advice WodongaFinancial Services Partners

Client Experiences

Local Business owners who experience the unexpected. Our clients speak for themselves.

Ken Drysdale

"Graham Jenkin has handled my personal insurance arrangements since 1999, when I was referred to him by a colleague at his Elders Bendigo office. I put total trust in him Re: the type of personal accident, sickness and life insurance policies that I would need for the rest of my life.

Over the years, he has made contact with me regularly and continued to ensure that my insurance cover remained relevant to me.

You hope that you will never need to claim against your insurance and I was in fact surprised to learn when I telephone Graham as a friend to inform him that I had been diagnosed with a significant illness, that a component of my insurance portfolio would pay me a lump sum due to my diagnosis.

Graham ensured that the claim process was efficient and as easy as possible for me, no doubt due to the quality of the products he had initially recommended to me.

I have great pleasure in recommending Graham and his business to you. He knows what he is about and will always do his utmost to look after you as his client"

Lyn & Pat Grealy

Having purchased a freight business in 2000 one of our first priority's was to ensure we had adequate income protection. Not only did Generations take care of our income protections, they also advised us on our life insurance and superannuation. Like all insurances, we hoped we would never have to use it. Pat was diagnosed with non-hodgkin's lymphoma in 2009, the support we received and are still receiving from the Generations team is immeasurable. Renae & Graham have been with us every step of the way with our income protection claim. Without their help what was a very difficult time in our lives would have been a lot more stressful.

Due to Pats illness we sold our business and it was very reassuring having Megan to help make sure our superannuation was taken care of. The genuine concern not only for our insurance needs but Pats health and our families wellbeing makes dealing with Generations feel more like dealing with a family friend. We would happily recommend Generations for all you insurance and financial needs.

John Poulos – Formerly Belvoir Consulting

Since we first sought financial advice from you until the present day, your service has been first class and you always provide advice that is truly tailored to our needs.

You listen to our needs, assess the best way forward for us and then offer alternatives for us to consider. We have never felt rushed in our meetings and your approach makes us feel very at ease with you and your employees.

When our financial plan was being formulated you invited our accountant to join in the process, which he did without hesitation. Because of those meetings we now have a way forward which is the result of considerable effort by truly professional people. Your advice has resulted in us consolidating our investments and we are now working together to keep the plan on track in the years ahead.

(The Late) Jim Azzi – Azzi Service Centre

When I became ill I didn’t know what was ahead of me financially until my adviser, Frank Richardson of Generations reminded me that I had cover for my illness under Trauma Insurance and I also had Income Protection. The Trauma cover provided me with a lump sum which allowed me to restructure my business and bring in a younger partner. It was important to take the pressure off me and my family and this allowed me time to put all my energies into recovery. The advice from Generations allowed me the flexibility to rearrange my business and I would recommend that all small business owners should have this cover.

Jenny Hillier - Tyrepower Wodonga

Being insured is one of the expenses that we don't like to have. However, getting the right advice has been very important.

My recommendation would be to ensure that you are insured and arrange it through a professional business. The smooth process of the claim made it easier to focus on my health rather than an insurance company."

Tony Abbruzzese - CNC HOMES

I have been a client of Generations for many, many years. Being a self employed business man I understand the importance of adequate insurance. Unfortunately, we all think we are bullet proof!! However I recently suffered a significant trauma in my life when I had a heart attack and had the need to claim on my policy. I'm so glad I took Generations advice and maintained my level of insurance.

Graham and the team handled my claim from the outset. They kept me informed at all times and i value their support. They are a team who impress me with their efficiency and professionalism - an approach that not only inspires confidence but generates the results.

Generations really understand insurance and I know I can trust them to guide me in the right direction. I highly recommend them.

Sharon Smullen

Megan McGrath has worked with us for the past five years to ensure we had in place a financial plan that would allow us to retire with financial security. Megan's advice and professional ethics has helped my husband to realise this outcome two years ahead of our planned time. Megan has earned our trust as clients during this time; always available for a review of our plan and to support us when we needed it with a positive clarity that we would indeed achieve our goals.

Andrew Houlihan - Twin City Engineering Pty Ltd

I have had personal income protection with Generations Personal and Professional Advice for the past 11 years. Throughout this period I have had 3 separate serious injuries which resulted in lengthy periods off work. Generations dealt with my claims in an extremely prompt and efficient manner and there customer service is excellent. I would highly recommend Generations for personal income protection.

Marianne Koenig

I was so happy we were introduced to Megan. Learning aged care terminology and processes was like learning another language! Megan helped us negotiate a position for Mum at Westmont in Baranduda, not only this but she helped us understand the fees and could show us how Mum could afford the care she needed. As Megan was unemotionally attached, she could look at the situation clearly and significantly reduced the stress associated with placing Mum into aged care.

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).