"Thanks so much for your excellent advice and assistance . We have been very grateful for your help and impressed with your service Jess.
"
M & J G - Financial Planning
Bargara, QLD
AR no: 000361232
CAR no: 000361231
Financial Services Guide
Everyone has different goals in life. But whatever your dreams are, good financial advice can help you achieve them. What’s more, an experienced adviser can help you decide what to do right now, so you can live for today, knowing you’re prepped for the future.
Every day we have to make financial decisions, some more daunting than others. The purpose of financial advice is to help eliminate the stress involved when having to make those big financial decisions and commitments.
Personal insurance
Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.
Retirement planning
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.
Cashflow coaching
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. As your financial adviser, my goal is to help you get more from your money, and drafting a personal cashflow management plan is the first step.
Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!
How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.