03 9859 4654
PO Box 170, Kew East VIC 3102
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Investments – Managed Funds, Listed Shares and Exchange Traded Funds

Investment Advice

Investment advice on growth assets such as Listed Shares, Managed Funds and Exchange Traded Funds (ETFs).

We provide investment advice on growth oriented assets such as Managed Funds, Listed Shares and Exchange Traded Funds (ETFs).

Such investments can provide a convenient and cost effective way to diversify across companies, sectors and asset classes.

At the initial meeting, we assess clients’ needs and tolerance to risk, then provide investment advice on how to maximise growth.

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

 

Investing for Growth and Tax Effective Income

We adopt a conservative investment philosophy and provide our clients advice on:

Managed Funds

∙  Access to the expertise of a professional Fund Manager.
∙  A range of investments that may not ordinarily be available to a single investor.

Listed Shares

∙  Portfolio development and review.
∙  Investing for yield and dividend growth.

Exchange Traded Funds

∙  Establishing a diversified portfolio via listed investments.
∙  Can provide a low cost alternative to traditional investments.

 

Our Expertise

At JR Financial Planning, investment 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.

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

Advice on Managed Funds & Regular Investment Plans

Managed Funds & Regular Investment Plans

In recent times, I have had a number of clients looking to allocate available funds or establish regular investment plans, but have been unsure as to what their options are.  Traditionally, individuals have focused on property and fixed interest (eg. savings accounts, term deposits) t
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