Jarrad Murphy – Partner / Financial Planner
Hi I’m Jarrad Murphy and I am a Financial Planner here at WealthGen. I want to discover what matters to you most, making sure the goals you set and the plans you make are in line with your core values. I believe Financial Planning doesn’t need to be a complicated process. The most effective plan is one that targets the things in life that are most important to you, and are easy to put into action.
Simon Young – Partner / Financial Planner
Hi I’m Simon Young and I am a Senior Advisor at WealthGen. I have over 34 years experience in the Financial Planning industry and have worked with individuals, families and small businesses. I believe trust is an incredibly important factor in Financial Planning and understand the importance of building strong relationships with our clients. I look forward to helping you achieve your financial goals.
Rick Foster – Senior Adviser
Hi I’m Rick Foster, I am an Authorised Representative of WealthGen and I have been providing quality Financial Planning Advice since 1989. I consider myself one of the lucky ones because I absolutely love what I do. I enjoy working with both my current and new clients, helping them achieve their financial goals. I believe people don’t care how much you know until they know how much you care – these are words we live by. I know you will have a great experience with us and I look forward to seeing you soon.
Jarrad Murphy – Senior Adviser
Hi I’m Jarrad Murphy and I am a Financial Planner here at WealthGen. I want to discover what matters to you most, making sure the goals you set and the plans you make are in line with your core values. I believe Financial Planning doesn’t need to be a complicated process. The most effective plan is one that targets the things in life that are most important to you, and are easy to put into action.
Simon Young – Senior Adviser
Hi I’m Simon Young and I am a Senior Advisor at WealthGen. I have over 25 years experience in the Financial Planning industry and have worked with individuals, families and small businesses. I believe trust is an incredibly important factor in Financial Planning and understand the importance of building strong relationships with our clients. I look forward to helping you achieve your financial goals.
The WealthGen team have been supporting and advising our family over the last 20 years. The team’s extensive knowledge in financials greatly benefited us last year as we needed them more than ever with the sudden loss of a family member. They were there every step of the way to answer all our questions and ensure all financial matters were managed accordingly which allowed us to grieve and focus on other things.
My wife and I visited WealthGen with an open mind in how they could assist us. We went in hope of receiving professional advice and guidance on how to financially secure ourselves for our future retirement and not give up our current lifestyle. WealthGen provided a plan to ensure our future would be solid and secure and following the recommendations we would have a bright and secure future.
Throughout our meetings the WealthGen staff were always warm, friendly and nothing was a problem. I would have no hesitation in recommending WealthGen to anyone who were like us requiring direction and professional advice to establish your future.
Our peace of mind in working with WealthGen to set up our insurance and superannuation structures is two fold. Firstly, having walked through a comprehensive design process, we know we have an appropriate level of cover should life throw us the most unexpected and unwelcome of curve-balls. Secondly, we also know that our cash-flow has been maximised to the extent that current regulations permit. Then there are those tricky 20-to-30 year questions such as What does retirement look like?; Should I lease or buy a car?; What do recent market trends mean to me?. Having WealthGen in our corner to “run the numbers” and guide our decision making processes has proven absolutely invaluable over the years.
SUPERANNUATION |
This is a tax effective investment structure that most Australians use to save for their desired retirement lifestyle. We know the best ways to help you with your Superannuation Fund to maximise the benefits available and keep you on track. |
INSURANCE |
Protecting yourself and your family from financial harm is something we take very seriously. We can calculate exactly what type and how much cover you actually require and package it in an affordable way. |
INVESTMENT |
Prior to retirement there are so many worthy goals that you will need to save for. We’ll help you sort through your investment options to make sure your strategy is aligned to the important goals you are working towards and that you understand, and are comfortable with, the investments in your portfolio. |
RETIREMENT PLANNING |
While most of us are very much looking forward to the day when we no longer have to work for a living, the prospect of retirement can also be a little daunting. We can help you navigate through the uncertainty and work with you to implement a plan so you can look forward to your retirement with confidence. |
Our 5-step process ensures that we provide you with a personalised plan that is tailored for your success. We support you at every step of the process and work together to achieve your goals. Our simple steps outline the actions we will take to provide you with a clear strategy and an easy to follow plan moving forward.
YOUNG TO MID-LIFE |
YOUNG TO MID-LIFE • Budget and savings plans • Enter investment markets • Superannuation choice and investment strategies • Tax benefit strategies • Debt management investment strategies • Family, income and lifestyle protection |
MID-LIFE |
MID-LIFE • Investment strategies • Super contributions strategies and asset allocation • Super vs mortgage • Debt management and recycling • Asset selection and portfolio construction • Estate planning • Family, income, lifestyle protection |
PRE-RETIREMENT |
PRE-RETIREMENT • Manage capital reserves • Continue investments • Address estate planning • Access super while you work • Advantages of retiring after 60 • Centrelink advice and assistance • Map out retirement plan • Maximise income streams |
RETIREMENT |
RETIREMENT • Centrelink assistance • Estate planning • Aged care options |
2020 FSP Adviser of the Year Award – Jarrad Murphy
2019 FSP Customer Service Award Winner SA/WA – Fay Karutz and Lynne Zott
2018 Casey Kinnaird Memorial Award – Outstanding Community Contribution
2017 FSP National Practice of the Year Finalist
2016 FSP Customer Service Award Winner SA/WA – Fay Karutz and Lynne Zott
2015 FSP Adviser of the Year Award Finalist – Jarrad Murphy
2012 – FSP Adviser of the Year – Wealth Creation Winner
2011 – FSP Firm of the Year Award Winner
2011 – FSP Client Choice Award Winner
2009-2010 FSP National Customer Service Award Winner – Fay Karutz
2010 – FSP Client Choice Award Winner
