Take control of your future, and put your best plan into action
Jigsaw Financial Planning is a Menai-based financial planning business, specialising in retirement planning, small business ownership, and individuals with complex financial needs. Our team of dedicated professionals has been working with families, small business owners, and individuals for over thirteen years. We are proud to be privately owned and operated, allowing us to tailor our advice and services to meet the unique needs of each of our clients. Our team of eight professionals has a combined experience of nearly two decades in financial planning. We are committed to providing our clients with efficient, honest, and highly skilled services.
Our Services
Jigsaw Financial Planning offers a comprehensive range of services, including strategic planning, investment management, superannuation, retirement planning, portfolio administration, compliance, insurance and risk management, buy-sell agreements, estate planning, estate administration and management, and tax planning. Our investment philosophy combines goals, balance, discipline, cost, manager selection, and governance to help our clients achieve their financial objectives.
Retirement Planning
Our Strategic Financial Planning service is focused on the optimisation of your retirement strategy, taking into account your personal circumstances, goals, and objectives. We understand that the ten years to retirement is the most important financial phase for individuals and couples. That is why we offer a definitive guide to help you make the most of this critical period. We work closely with our clients to help them achieve the retirement lifestyle they desire, offering personalised and outcomes-focused financial planning and advice.
Investments
At Jigsaw Financial Planning, we have a well-defined investment philosophy that combines a range of factors, including goals, balance, discipline, cost, manager selection, and governance, to help our clients achieve their investment objectives. We strive to create a diverse portfolio that matches our clients' investment goals, time horizon, and risk tolerance.
Insurance and Risk Management
We understand that life can be unpredictable and that's why we offer insurance and risk management services to help our clients protect themselves, their families, and their businesses from potential financial losses. Our team of experts can help our clients develop and implement a comprehensive insurance and risk management strategy that meets their unique needs.
Estate Planning
We also offer estate planning services to help our clients protect their assets, minimise taxes, and ensure that their assets are distributed according to their wishes. Our team of experts can help our clients develop and implement a comprehensive estate plan that meets their unique needs and goals.
Why Choose Us?
Jigsaw Financial Planning has a proven track record of delivering excellent local service for over thirteen years. Our team of qualified and dedicated professionals is focused on providing professionally managed services, tailored to the needs of our clients in the Sutherland Shire and beyond. We understand that every client is unique and that's why we take the time to understand their financial goals, risk tolerance, and time horizon. We work closely with our clients to develop and implement a customised financial plan that meets their unique needs.
Our clients benefit from our local expert staff and our substantial client base in the CBD, Northern beaches, and interstate. We have helped hundreds of families, individuals, businesses, and charities manage their wealth, and we are committed to delivering outstanding results for our clients.
Overall Experience
The reviewer has had a highly positive experience, praising the team for their friendly and helpful nature.
Team Performance
Friendliness and Approachability
The team, led by Matt, has been described as extremely friendly and easy to deal with. They are always happy to help, making the experience a pleasant one.
Recommendation
The reviewer highly recommends the team, indicating a strong level of satisfaction and trust.
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