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02 9532 0478
02 9532 0478
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.
At this time initial appointments are conducted through Zoom or Microsoft teams. We are very much looking forward to being able to offer face to face meetings in the future.
Jigsaw Financial Planning has been operating for thirteen years. We are privately owned and managed by Matthew Laird who has nineteen years experience in financial planning.
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.
Jigsaw Financial Planning NSW Pty Ltd ABN: 79 660 290 693 is a Corporate Authorised
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
