Services
After conducting a thorough analysis of your circumstances, we prepare, present, implement and monitor a strategy designed to achieve your goals in the most efficient and tax-effective manner possible.
We provide completely objective and customised advice - because our recommendations are based on your individual financial goals and objectives.
Because our financial planning business model is based on client relationships, we charge a fee-for-service and, where possible, investment product commissions (including trail commissions) are passed back to you, the investor.
We will work with you to help you understand:
- Where you are now;
- Where you want to be at a given time, and
- What you need to do to get there.
Our comprehensive approach allows us to create solutions that can simplify your life and save you time and effort. We can help you create, manage, and protect your wealth, no matter what stage of life you're in. Our services include:
- Investment planning
- Retirement planning - Superannuation
- Risk management /Asset protection
- Estate planning
- Cash flow management
- Debt management
- Taxation planning
Through our relationships with Benjamin King Money Pty Ltd Chartered Accountants we can ensure your accounting needs are fully integrated with your overall financial plan.
Testimonials
“Jeanette is a Financial Planner of complete professionalism. Her genuine focus on client benefit is unquestionable, her attention to detail outstanding and the service levels she provides are second to none. Added to this is her ability to relate extremely well to all “types” of people, irrespective of age etc. Her success in Financial Planning has come from all these attributes as well as strong determination to grow successful relationships with all clients.”