Foundations
Financial Planning
At JR Wealth Management, we can provide comprehensive financial planning advice including:
- Cash flow management and budgeting to ensure you make the most of your money as your cash flow varies
- Investment structuring to make sure your wealth can grow as tax efficiently as possible including consideration of the role that borrowing to invest may have to play
- Asset protection to protect your current and future assets so that what you have worked hard to build is not lost
- Superannuation and retirement planning to make the most of the tax effectiveness of superannuation (both before and after retirement), the use of undeducted contributions and the use of pensions
- Insurance and risk management to help you fully understand the risks to your wealth and take appropriate steps to protect you and your family
- Estate planning to ensure that assets are transferred from one generation to another in the way you wish and in a cost effective manner
- Investment advice to build a wealth accumulation strategy that is appropriate for your objectives and risk tolerance
These financial planning services involve the contribution of many specialists - financial planners, tax specialists, superannuation specialists, risk specialists and estate planning specialists. We are a fee based practice. Prior to us commencing any financial planning engagement we will scope the work that is required and provide you with an estimate of the fees that would be involved.