JR Financial Planning
-
89 High St, Kew 3101 VIC
- 03 9854 6146
- Visit Website
- State: Victoria
- Region: Melbourne Greater Metro
- Suburb: Kew
- Postcode: 3101
- Business Type: Investing
- Profile: JR Financial Planning is a Investing company located at Kew, Victoria Australia, address is 89 High St, Kew 3101 VIC, postcode is 3101, you can contact JR Financial Planning by phone 03 9854 6146
- Description:
At JR Financial Planning, we provide comprehensive advice to help achieve clients' goals and objectives across: Superannuation: Structuring; Fund consolidation; Self-Managed Superannuation Funds (SMSFs); Contribution strategies; and Investments. Retirement Planning: Transition to Retirement; Salary Sacrifice / Pension strategies; and Commutation to the pension phase. Investments: Cash & Fixed Interest; Bonds; Income Securities; Listed Shares; Managed Funds; and Property Securities. Wealth Creation & Management: Regular investment plans; Portfolio construction; and Trading recommendations. Tax Effective Strategies: Investing for tax effective income; Managing capital gains; and Other strategies for maximising tax deductibility. Asset Protection: Strategies to protect assets in the event of bankruptcy; and Strategies to protect assets from other litigation or family law matters. Insurance: Life Insurance; Total & Permanent Disability (TPD), Trauma and Income Protection; Structuring for tax effectiveness and cash flow management; and Assessment of existing policies held to ensure adequate cover. Estate Planning: Wills and tax planning for Estates; Enduring Powers of Attorney; and Superannuation Death Benefit Nominations - Opening Hours:
Mon 8:30 am - 6:00 pm Tue 8:30 am - 6:00 pm Wed 8:30 am - 6:00 pm Thu 8:30 am - 6:00 pm Fri 8:30 am - 5:00 pm Sat Closed Sun Closed
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