Megan McGrath

Generations Personal & Professional Advice

Gold
22 Yrs Experience
Wodonga, VIC 3690

Recent reviews

Generations Personal & Professional Advice

122 Hume Street
Wodonga, VIC 3690

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 9
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.85
9 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.60
Likely to recommend
Showing reviews 1—9 of 9

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5.00

"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."

  • Government Assistance
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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."

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Megan McGrath is extremely approachable and easy to talk to. She has sound knowledge regarding aged care and accomodation in nursing facilities which includes advice on charges, pensions, taxation, investments and Government rules and regulations. Around 12 months ago Megan presented me with documents showing my then situation and the suggested position I would be in if I followed her advice. I am very happy to find that her predictions were amazingly accurate and I now feel contented and delighted that I did as she advised, and would have no hesitation in recommending Megan for guidance."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Megan was generous with her time and made understanding complex issues easy to navigate. Loving her as my advisor. Michelle"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Admitting your husband into an Aged Care Facility is a hard decision to make, but the documentation and navigation of the Centrelink process is daunting. Megan's expert advice, knowledge and skills has made this difficult time much easier."

  • Government Assistance
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Several years ago Megan gained my confidence in seeking financial advice . Her patience in the first instance, and subsequent development of a great strategy leading up to and assistance through my retirement process demonstrated that she is an excellent listener. I have full confidence in her attention to my ongoing investments. I have recommended her to others."

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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