Australian's need a clear path to protecting their financial well being and saving for the future. We understand that more than ever, modern Australian life is busy. Through our long history of providing financial advice we understand that our busy lives can often leave financial matters fragmented and lacking focus.
We also recognise that there is a significant underinsurance problem in Australian and unfortunately many people realise this when it's all too late. Our aim is to ensure individuals and families bring financial matters back to centre with a clear consolidated plan designed to protect and build wealth.
We also recognise that there is a significant underinsurance problem in Australian and unfortunately many people realise this when it's all too late. Our aim is to ensure individuals and families bring financial matters back to centre with a clear consolidated plan designed to protect and build wealth.
Services
Our needs based approach to insurance advice will help you identify the financial risks you face. Once your risks are identified we provide expert advice on how best to cover the risk through insurance. We believe this approach ensures your personal insurance portfolio remains consistent with your needs and provides the most appropriate financial protection for when you need it most.
Regardless of your goal, we believe the key to achieving your outcome is strategic planning and sticking to a set plan. Create a surplus - This is achieved through detailed budgeting to gain a better understanding of your current spending patterns and to identify inefficiencies or over spending. Manage your surplus - once we have established a surplus we provide strategies to redirect your surplus with the aim of achieving your goal.
We take a carefully considered approach to investing with your goals being our number one priority. Investing to achieve your desired goal will ultimately determine our recommended strategy. The aim of our investment advice is to help you understand the various investment options available to you and guide you in making investment decisions aimed at achieving your goals and limiting investment risk.
We encourage our client's to take advantage of the favorable tax concessions available through superannuation. We also understand that your strategy may include investments outside of the superannuation environment. Retirement essentially means your future income and capacity to fund your life style is in the hands of your retirement savings.
Your journey with JPS Financial Services is all about planning your clear consolidated path to financial success. We are focused on ensuring your financial protection, savings, investments and superannuation work collectively towards achieving your goals. We are there with you all the way. We help you remain on track and ensure you and your family have the right level of financial protection to guard against unforseen future risks.
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