financialadvice

Financial Advice

Are you achieving your financial planning goals?

Whether you are just starting out and wish to look at ways to increase your wealth, or have built up significant assets and wish to protect and maintain them, your JSA Financial Adviser can assist you in maximising your future position.

Have you ever considered:
  • The level of income you require in retirement?
  • The amount of capital you need to fund your income?
  • The age and timeframe you wish to achieve your goals?
  • Do you have a risk management plan to ensure your wealth is protected?

At JSA Financial Planning, growing, protecting and managing your wealth is our prime objective. Our Financial Advisers provide specialist, practical advice on a wide range of wealth accumulation strategies. These include:

  • Lump Sum Gearing
  • Instalment Gearing
  • Negative Gearing
  • Savings plans
  • Salary Sacrificing into Superannuation
  • Tax planning
  • Risk Management

By combining these services our professional team of advisers develop strategies tailored to meet your individual needs, not only for today but for your future as well.

You need to know that your money is working to achieve your lifestyle objectives in the short term and to provide you with security and independence in retirement. The difference between ‘saving’ and ‘investing’ is really about one thing – how hard is your money working for you?

This is where our team of financial advisers can help you achieve your goals and enjoy the lifestyle that you deserve! Take the first step and contact us to benefit from an obligation free appointment.

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Core Disclosure

Jeff Shakespeare & Associates Pty Ltd (ABN 27 001 854 397) is a Corporate Authorised Representative of Matrix Planning Solutions Ltd ABN 45 087 470 200 AFSL & ACL No. 238256. Our financial planning advice and services are provided through Matrix Planning Solutions.

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Charlestown

P. 02 4908 0999
E. info@jsagroup.com.au
Level 5/250 Pacific Highway
Charlestown NSW 2290

Newcastle

P. 02 4908 0999
E. info@jsagroup.com.au
Suite 3/4 Honeysuckle Drive
Newcastle NSW 2300
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