Our Strategic Financial Planning service is focused on the Optimisation of your strategy. Taking into account your personal circumstances, goals and objectives as well as all government and market rules available we are able to determine precisely the best strategic financial plan to implement.
We specialise in retirement planning and providing advice to people that are ten years or less to retirement. Why? Because we are unashamedly very good at it and we enjoy the challenge each day in this sector presents
We complete a holistic roadmap of your current financial path and then create alternative financial models to demonstrate whether we you can add value and improve your long term outcomes.
The model that achieves your objectives and is the most comfortable to you then forms the basis of your strategic financial plan and the commencement of our formal financial planning relationship.
It is thoroughly researched, clearly documented and regularly reviewed to ensure it continues to be the most optimal financial plan to follow. Our Strategy plans are priced according to the complexity, skill and time required.
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.