Investing
JR Financial Planning
Open today
8:30 am - 6:00 pm
Kew East
VIC, 3102
JR Financial Planning
Quality advice on Investments, Superannuation, Retirement Planning, Tax, Insurance and Estate Planning from a Certified Financial Planner.At JR Financial Planning, we provide comprehensive advice to help achieve clients' goals and objectives across:
Investments:
Cash & Fixed Interest;
Bonds;
Income Securities;
Listed Shares;
Managed Funds; and
Property Securities.
Superannuation:
Structuring;
Fund consolidation;
Self-Managed Superannuation Funds (SMSFs);
Contribution strategies; and
Investments.
Retirement Planning:
Transition to Retirement;
Salary Sacrifice / Pension strategies; and
Commutation to the pension phase.
Wealth Creation & Management:
Regular investment plans;
Portfolio construction; and
Trading recommendations.
Tax Effective Strategies:
Investing for tax effective income;
Managing capital gains; and
Other strategies for maximising tax deductibility.
Asset Protection:
Strategies to protect assets in the event of bankruptcy; and
Strategies to protect assets from other litigation or family law matters.
Insurance:
Life Insurance;
Total & Permanent Disability (TPD), Trauma and Income Protection;
Structuring for tax effectiveness and cash flow management; and
Assessment of existing policies held to ensure adequate cover.
Estate Planning:
Wills and tax planning for Estates;
Enduring Powers of Attorney; and
Superannuation Death Benefit ...read more
Contact details
Services
- Consulting
- Bonds
- Rollovers
- Shares
- Retirement Planning
- Fund Management
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Payment options
- EFT
- Direct Deposit
Opening Hours Detail
- Appointments Available
- Flexible Hours by Appointment
- By Appointment (Only)