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.
Financial Planning incorporates a number of different designations and broadly includes:
- Personal Financial Advice
- Investment & Superannuation Advice
- Personal Risk Insurance or Life Insurance
- Business Succession Planning
- Estate Planning Strategy
- Aged Care Advice
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.