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(02) 9659 8174


Suite 11, 15-17 Terminus Street
Castle Hill NSW 2154

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Financial Planning & Advisory

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 licence we are able to advise on many aspects of finance.  These aspects include:

  • 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

In the event you require more specialized advice we are able to refer you to an appropriate professional.

We can tailor a package of advice to suit you and your lifestyle.

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