03 9859 4654
PO Box 170, Kew East VIC 3102
JRFP logo

JR Financial Planning

Based in Kew East, JR Financial Planning provides personalised advice on investments, superannuation, pensions and insurance.

When first deciding to engage a financial planner, many individuals are unsure as to what the financial planning process involves and the type of advice that will be provided.

Following initial contact, we will arrange a meeting to discuss your current circumstances and what you wish to achieve.  The meeting aims to identify areas in which improvements could be made, whilst also providing clients with the opportunity to ask questions.

JR Financial Planning is based in Kew East, but services clients throughout metropolitan Melbourne.

 

Scope of Advice

Our tailored advice covers key areas including:

Investment Strategies

∙  Portfolio Development and Management.
∙  Conservative Investors – A focus on investment income and capital stability.
∙  Growth Investors – A focus on capital growth and tax effective income.
∙  Regular Savings Plans and Cash Flow Management.

Superannuation

∙  Fund Consolidation and Management – Minimise fees and tax.
∙  Contributions and Salary Sacrifice – Tax effectively save for retirement.
∙  Self-Managed Superannuation Funds – SMSF Strategies and Responsibilities.

Retirement Planning

∙  Ensuring sufficient funds for retirement.
∙  Account-Based Pensions – Drawing on superannuation in retirement.

Insurance and Risk Planning

∙  Life and Total & Permanent Disablement (TPD) cover.
∙  Trauma and Critical Illness cover.
∙  Income Protection and Salary Continuance.

 

Our Expertise

At JR Financial Planning, advice is only provided to clients by a Certified Financial Planner®.

The CFP® is the highest level of certification that a financial planner can achieve and is a commitment to abide by a Code of Professional Practice, including Code of Ethics, Practice Standards and Rules of Conduct.

cfp financial planner financial advisor kew

 

 

 

About JR Financial Planning

At JR Financial Planning, we believe that true financial planning can only be delivered through a complete understanding of individuals’ goals and objectives.

Our process adopts a measured and educational approach with clients.  This helps promote a better understanding of the strategy, as well as potential legislative implications, economic and market conditions.  We seek peace of mind for our clients and always encourage questions to be asked.

Ongoing, clients have unlimited access to our Certified Financial Planner®.  This also includes the provision of regular updates on economic events and how they may impact on one’s strategy or portfolio.

Send us your query

Address: PO Box 170, Kew East  VIC  3102

Phone: 03 9859 4654
Mobile: 0404 83 53 73

Latest News

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