Do you know if it is better to take a lump sum superannuation payment at retirement age or draw down on your superannuation as a pension at retirement age?
We specialize in providing strategic advice that may help you beat the long term average returns of superannuation through an ongoing service that rebalances your portfolio to enhance the rate of turn potentially.
BUSINESS SUCCESSION PLANNING
With years of experience, our staff has the capabilities and expertise to take your business to the next level.
We combine our insights and skills to transform your processes and strategies, and in turn, your company.
We’re proud to help shape and improve how our clients structure and manage their business.
LOOKING TOWARDS RETIREMENT
Planning ahead is a way to maintain a balance between your lifestyle and your financial resources - and the earlier you start the better.
The best time to start planning retirement is actually long before you get there.
We can guide you through all aspects and make sure you reach your retirement goals.
Retirement can be exciting and nervewracking all at once. You may be looking forward to fulfilling your dreams of travel, leisure pursuits and family time. But how will you plan your income flow and spending? How will you make sure you retain independence without running out of money?
We can guide you to ensure you maintain a standard of living that is both enjoyable and sustainable.
LOOKING AT INVESTMENT STRATEGIES
We will guide and advise you on various investment strategies in a measured and informed way, appropriate to your investment goals and risk profile.
Our experience and expertise will assist you in reaching your financial goals at any life stage.
KEEPING YOU SAFE
Effective financial planning takes into account the threats and risks that you face and uses tools and strategies to reduce and manage those risks. For most of us, there is no greater risk than the collapse of a financial plan due to premature death, illness or injury.
Efficient insurance planning is the most economical and effective way of dealing with these risks at every stage of life. We will ensure you have the most appropriate cover at every stage of life.
Jared holds an MBA and has written a thesis in forecasting financial markets using price and volume. Jared also holds a Diploma in Financial Planning and a Diploma in Mortgage broking and has been an active investor for many years.
Jason holds an Advanced Diploma in Financial Planning with a Self-Managed Superfund Specialist focus and a Diploma in Mortgage Broking. Jason is also currently completing his Fellow Chartered Financial Practitioner degree with the AFA and intends on using this as an entryway to completing his Masters in Financial Planning.
Shannon is the heart and soul of JP & JP's administration, she has had many years experience in the sales industry working for Officeworks and brings her own style and flair to our otherwise all man company. Having a background in customer service and retail sales, Shannon believes in client satisfaction and that their appreciation is vital to a strong client/business relationship.
WHAT OUR CLIENTS SAY.
Jason has been great in guiding us through the process of financial planning and in particular setting goals and time frames with our superannuation. He has been flexible and willing to listen as we have explored many different options and then patient to where we found the right approach for our circumstances.
Nothing was too much trouble for him to look at and his feedback was open and honest and tailored to our needs which is very refreshing. We are looking forward to a long association and ticking off the goals as they are achieved
Peter and Nancy Davies, Richmond
Head of Business Development & Growth/Senior Financial Planner
Shannan has worked in the Financial Services industry for 18 years, (working his way through various banking and lending roles). Since attaining his Diploma of Financial Planning, he has spent 11 years as a Financial Planner – the last 7 years specialising in the area of insurance.
9/1253 Nepean Hwy
Cheltenham VIC 3192
03 8513 0394