Financial Planning

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MyGen Financial Strategies

To maintain our commitment to providing you with superior financial planning services, we have entered in to a joint venture with a specialist financial planning firm. The joint venture is called MyGen Financial Strategies.

MyGen Financial Strategies is part of the MIPA Group and is authorised to provide financial planning services by Charter Financial Planning Limited, Australian Financial Services Licensee, Licence Number 234665.

MyGen Financial Strategies will provide a personal Statement of Advice that may incorporate one or more of the following services:

  • Pre-retirement Planning
  • Retirement Planning
  • Estate Planning
  • Personal Risk Insurance analysis
  • Budgeting
  • Debt management
  • Investment planning
  • Superannuation planning

MyGen Financial Strategies will help you set and achieve your financial objectives. Please contact MyGen Financial Strategies via one of the following options.

P 08 8862 1229
F 08 8862 1747
A 3 Graves Street, Kadina, SA 5554
2 Wallace Street, Balaklava, SA 5461
Level 1/12 Greenhill Road, Wayville, SA 5034

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