JR Financial Planning

JR Financial Planning

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 Nominations ...read more