©2019 by JP & JP Financial Services Pty Ltd. Design by Wayne Schmidt. 

 

Jason Pearce, Jared Painter and JP & JP Financial Services Pty Ltd are Authorised Representatives of Vivid Financial Planning Pty Ltd AFS Licence No. 478 937. Please note the information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or offer document prior to making a decision.

IT'S ABOUT TRUST.

No matter your stage of life, our combined

experience ensures we have the right financial planner for you.
Let us start earning your trust.

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SUPERANNUATION

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 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

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.

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

CONTACT US

9/1253 Nepean Hwy
Cheltenham VIC 3192

03 8513 0394