What do you want your money to do for you?
| 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.
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Financial advice can help you make smart decisions along the way
| Super Contributions 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?
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| 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.
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Our license to provide advice
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:
- Personal Financial Plans and Goals, Budgeting, and savings plans
- Retirement Planning, what you need to do to get you the income you want or need
- SMSF establishment or wind up
- Superannuation Contributions
- Superannuation Pensions
- Classes of Investment Products
- Insurance Requirements.
We can also help with business accounting needs.
Ready to get started on your financial goals?
Use our Wealth Map to explore your life goals. Wealth Map builds a snapshot of your financial foundations and an estimation of the likelihood of meeting you goals. Wealth Map is no-obligation, however, if after reviewing your results you are interested in further financial advice we can discuss one of our advice packages with you.
Alternatively book a discovery call or get in touch.