Megan has been a dedicated professional in the financial services industry since the early 1990s. In 2007, she co-founded Generations Personal & Professional Advice, offering clients a truly comprehensive retirement planning service. Megan's approach ensures her clients retire with peace of mind by addressing key elements such as longevity and market risk, retirement income streams, Centrelink, cash and non-superannuation reserves, estate planning, and aged care funding.

Rather than working solo, Megan prefers a wholistic approach to her advice, regularly collaborating with other important advisers to craft the best strategies for her clients. Her credentials as an Aged Care Specialist and SMSF Specialist further underscore her expertise and commitment to providing thorough and reliable advice.

In 2014, Megan established Generations Aged Care Advice to offer specialised guidance on funding aged care needs. This branch of her business has flourished, making Megan the premier Aged Care Specialist in the Albury Wodonga region. Her empathy and passion for helping individuals and families during this critical stage of life set her apart as a leader in this field.

Megan's dedication to her clients is evident in her personalised approach, ensuring that each retirement plan is tailored to meet the unique needs and goals of the individual. She takes the time to understand her clients' financial situations, aspirations, and concerns, providing them with the confidence and clarity needed to make informed decisions about their future.

Her extensive experience and deep understanding of the complexities involved in retirement and aged care planning make her an invaluable resource. Megan's clients appreciate her ability to simplify complex financial concepts and her genuine care for their well-being. Whether it's navigating the intricacies of superannuation, maximising Centrelink entitlements or planning for aged care, Megan's expertise and wholistic approach provide her clients with the peace of mind they deserve.