Financial Planner Menai Financial Planning
Financial Planning Menai - Jigsaw Financial Planning
Jigsaw Financial Planning can assist you with all your money matters
The current financial climate has created stress, anxiety and uncertainty for many.
But with Jigsaw Financial Planning you can alleviate your stress and make the most of your finances!
With their vast experience and wide ranging qualifications the friendly and professional team at Jigsaw Financial Planning pride themselves on understanding the financial pressures which are faced by both individuals and large corporate clients.
Maximise Your Money!
No matter what age, or what stage of your career you are at, Jigsaw Financial Planning can assist you with their broad range of services, which include:
- Tax Planning
- Retirement Planning
- Estate Planning
- Risk Management
- Investment Management
- Estate Administration and Management
- Superannuation
- Self Managed Superannuation Funds
- Insurance
- Buy Sell Agreements
- Portfolio administration and compliance
So whether you are just starting your career or heading toward retirement, this Menai based business can help you with your financial affairs.
What’s more, to ensure the best results for you the customer, Jigsaw Financial Planning utilise innovative and scientifically based strategies with proven results.
Your Money is in Safe Hands!
The team at Jigsaw Financial Planning is lead by Matthew Laird, a certified Financial Planner with a Masters in Financial Planning and over 10 years of extensive experience.
His clientele ranges from individuals to corporate clients with multi-million dollar investments.
Matthew is backed by an equally impressive team who specialise in Financial Planning, Legal, Accounting and Investment.
This combination of qualifications and experience make the team at Jigsaw Financial Planning hard to beat!
The Jigsaw Financial Planning team is committed to delivering expert service, maximising your finances and minimising your stress.
This Menai business operates from Monday to Friday, 9.00am-5.00pm.
So for more information or to make an appointment head to the website.
Or to speak to a friendly member of the team call 0404 035 779.
Certifications
Bachelor of Commerce
Master in Financial Planning
Certified Financial Planner
AFSL 224543
Products
Financial planning, financial planners, retirement planning, SMSF, superannuation advice, estate planning, tax planning, insurance.
Services
Menai, Illawong, Barden Ridge, Lucas Heights, Bangor, Woronora, Menai Heights, Alfords Point, Padstow, Padstow Heights, Sutherland.