Megan helped my family get through a very difficult time when it became necessary for my Mother to go into permanent care at BUPA. The expertise and experience Megan gave was that if a consummate professional on every level. I highly recommend Megan and her team.
Megan provided valuable advice regarding residential aged care finances . She was able to simplify and explain the complexities of the regulations in relation to our personal circumstances. Megan outlined a clear course of action at the end of our consultation.
Megan has removed so much stress I was feeling about funding my parent's in residential aged care. Owning their own home as well as having an investment property made the calculations more complex but Megan was able to come up with some options for me to consider. Megan explained the concepts so that I understood all the variables and answered all questions I had. I cannot recommend Megan enough if you are looking for assistance with retirement planning.
Through Megan's knowledge and experience in Aged Care and FInance, I am very confident that the advice given was perfect for my Mum's needs. The care and attention she provided was exceptional. Megan and her team were unfailingly helpful, kind and professional in all our interactions and frequently went above and beyond to sort any issues out.
Over a number of years Megan has assisted me support Mum and dads financial planning for entry into aged care. We needed Megan to assist understanding the complex world of aged care payments and she looked after everything when mum went into care on our behalf. Megan is now assisting us with dads entry into care and sale of the house. Megan is caring and related well with my parents. Her advise has enabled limited funds to do more and provide better outcomes to the family.
Generations Personal & Professional Advice122 Hume Street
Wodonga, VIC 3690
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2000
- Years of experience 22
- Certified Financial Planner (CFP)