Megan McGrath CFP®
About Me
Megan has been working in Financial Services since the early 1990's and 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.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
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Years of Experience 25 Years
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Licensed By Ri Advice Group Pty Ltd