About Us

Jigsaw Financial Planning is a professional financial planning business based in Menai in the Sutherland Shire with a small team of qualified and dedicated professionals working with mum and dads planning for retirement, small business owners, and individuals with complicated affairs. 

We have chosen to specialise in these areas to ensure we can provide the highest level of technical knowledge to a specific group of people.

Why not call for a confidential and complimentary first discussion to see if we can help you.

Jigsaw Financial Planning has been operating for fifteen years. We are privately owned and we are a team of eight professionals dedicated to providing efficient, honest and highly skilled services to our loyal client base.

Our team is supported by Investment, Accounting, and Legal specialists to ensure you will receive the best possible advice and service.

The Jigsaw Financial Planning team can assist in all facets of your financial affairs including:

• Strategic Planning
• Investment Management
• Superannuation
• Retirement Planning
• Portfolio Administration and Compliance
• Insurance and Risk Management
• Buy Sell Agreements
• Estate Planning
• Estate Administration and Management
• Tax Planning

Jigsaw Financial Planning is privately owned, we tailor our advice, support and recommendations to each client’s individual circumstances. We pride ourselves in providing our clients with a caring, professional and personalised service.

Jigsaw Financial Planning operates locally in the Sutherland Shire. Our specialty of course is the local community who benefit from our local expert staff.

However we have a substantial client base in the CBD, Northern beaches and interstate. We also pride ourselves in the service we are able to offer those clients with constant interstate and local visits to ensure they are professionally managed and completely satisfied with our services.