ITS YOUR FUTURE PLAN TO GET THE MOST OUT OF IT

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02 9523 6077

ABOUT US

Jenerate Financial Planning has been operating in the financial planning industry since January 2007, providing high quality service to a variety of clients - from small business owners, to retirees, to high net worth clients.

 

We offer our clients a range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can get the most out of your finances.

 

Through our highly qualified team of professionals, we can help you take control of your finances and your future.

 

Our mission is to create a belief in lifetime financial planning, because we see creating and looking after your wealth as a lifetime commitment. That's why we recommend meeting with you regularly so we can provide wealth advice and guidance throughout the different stages of your life. Together, we can build the financial wealth that allows you enjoy the truly important things in life.

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Jenny Leonard Director

Dip FP, CERTIFIED FINANCIAL PLANNER®

Authorised Representative

Jenny has many years experience as a financial planner, having commenced in 1996 with a major bank. She helps clients achieve their financial objectives and lifestyle goals. Jenny guides her clients through the ever changing superannuation landscape and helps clear the confusion of the seemingly endless rules and regulations. She enjoys seeing clients gain the confidence to make informed decisions so they can get on enjoying the things that matter most to them.

 

Jenny is a Certified Financial Planner™, has the Diploma of Financial Planning and the Certificate of Accounts Clerical.

 

Jenny helps people to plan for retirement and to manage life transitions (such as loss of employment). In particular, Jenny has a special interest in guiding people along the road to long term financial success.

Jenerate Financial Planning Pty Ltd ABN 70 118 433 846 is an authorised representative of Charter Financial Planning Limited Australian Financial Services Licensee

Copyright © 2018 Jenerate Financial Planning. All Rights Reserved.

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