About Wealth Gen
Wealth Gen provides personalised financial advice designed to help individuals, families, and businesses build, manage, and protect their wealth. Our approach is simple, practical, and focused on helping you achieve the things that matter most in life.
At Wealth Gen, we believe financial advice is about more than numbers. It is about helping you create the life you want. While building and securing wealth is important, it is ultimately a tool that supports your lifestyle, your family, and your long term goals.
We are a small, dedicated team of experienced financial advisers who are passionate about delivering clear, practical advice. Our business is built on strong relationships, and we work closely with you to understand your goals, priorities, and what success looks like for you.
We take the time to listen, simplify complex financial decisions, and provide strategies that are easy to understand and implement.
Our advisers bring decades of combined experience across financial planning, investment strategy, superannuation, and insurance. With experience spanning over 25 years in the financial services industry, our team has worked with individuals, families, and small businesses across all stages of life. We pride ourselves on being approachable, knowledgeable, and genuinely invested in helping you achieve your financial goals.
Jarrad Murphy is a highly experienced Financial Planner, having commenced his career in 2001 and became a Partner at WealthGen in 2007. He is deeply committed to delivering high‑quality, personalised financial advice.
Jarrad’s areas of expertise include superannuation and retirement planning, retirement income streams, investment advice, and wealth protection strategies encompassing life, disability and critical illness insurance. He works closely with clients to help them clearly define their goals and objectives, and to deliver tailored advice solutions that support long‑term financial security and peace of mind.
Jarrad holds a Bachelor of Economics from Flinders University and a Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia (FINSIA). As part of a boutique firm, Jarrad places strong emphasis on warm, personalised service and building long‑term client relationships founded on trust and understanding.
Simon began his career in the financial services industry in 1991, working within a family-owned financial planning business where he developed his foundation as an adviser and gained hands-on experience in both practice management and advice delivery. With more than three decades of industry experience, Simon is dedicated to building long-term client relationships based on trust, clarity, and a genuine understanding of individual needs.
Known for his professional yet straightforward approach, Simon takes the time to understand what matters most to his clients, helping them navigate financial decisions with confidence at every stage of life. He draws on his extensive experience and broad knowledge across wealth creation and protection strategies to provide clear, practical advice and to act as a trusted partner as clients’ circumstances and goals evolve.
Simon holds a Graduate Diploma of Financial Planning and an Advanced Diploma of Financial Services (Financial Planning). He is a member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to high professional standards, ethical advice, and ongoing professional development.
Our Financial Services for Building and Protecting Your Wealth
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.
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.