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.

 

As of October 2019 we have closed our business to new clients as we are effectively at full capacity. We may from time to time accept a new assignment but we are not taking steps to grow our business.

Jigsaw Financial Planning has been operating for ten years. We are privately owned and managed by Matthew Laird who has sixteen years experience in financial planning.

 

Matthew Laird is supported by a team of Financial Planning, 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
  • SMSF Strategies and Investment Management
  • 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, this freedom from influence allows us to 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.

Matthew is a Certified Financial Planner, holds a Masters in Financial Planning  and is an SMSF Specialist adviser accredited by the SMSF Association

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.

We hold specialist knowledge areas in Self Managed Super funds, Advanced retirement Strategies, Superannuation and Risk structuring.

Jigsaw Financial Planning Pty Limited ABN: 23 144 522 056 is a corporate authorised representative (No 402628) and Credit Representative (No 403200) of FYG Planners Pty Limited ABN 55 094 972 540 Australian Financial Services Licensee No.224543

In the end, the advice I have received has given me some great direction and comfort that it’s not as bad as I thought.
I would have no hesitation in recommending Jigsaw Financial Planning, regardless of your financial situation.

John

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Call us on 02 9532 0478

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