(02) 9659 8174
Suite 11, 15-17 Terminus Street
Castle Hill NSW 2154
Financial advice is more than money. It's about how you want money to help you live the life you want.
The amount of money you need looks different to everyone. That's why we prepare strategic financial advice to suit the goals you have and the lifestyle you're trying to create.
The choices you make today, impact the retirement you plan for tomorrow.
Should you put extra money into super?
Is your Super structure the best one for you?
Will you have enough at retirement?
Set up and Manage SMSF
Is a Self-,managed super fund for you?
Do you know how to set it up and comply with government regulations and reporting requirements?
Plan for Retirement
Do you know how much money you need in retirement?
Want to understand how to make your money work for you and reap the tax benefits?
Create a spending plan
Understand where your money goes and how it could be used to meet your goals, save for a rainy day, fund your lifestyle.
Protect your family
We explore the types of insurance you may need to protect your income, family and lifestyle.
We can also help with Estate Planning.
Financial Planning & Advisory services are provided under the Australian Financial Services License of L Jack & Associates Strategic Advisory Pty Ltd (AFS Licence No 486680). Under this license we can advise on many aspects of finance including:
We can also help with business accounting needs.
Ready to get started on your financial goals?
Book a discovery call or get in touch.