JP Financial Planning - Lutwyche, Queensland

JP Financial Planning

JP Financial Planning es un consultor financiero ubicado en Lutwyche, QLD 4030, Australia, con dirección 101/15 Felix St. Pueden contactarse por teléfono en 737057107 o visitar su sitio web en http://www.jpfinancialplanning.com.au/.

Especialidades

La especialidad de JP Financial Planning es la asesoría financiera.

Otras características

Este consultor financiero ofrece citas en línea, servicios en el lugar y está accesible para personas con silla de ruedas, con estacionamiento y entrada y baño de acceso a personas con silla de ruedas.

Este consultor financiero también es acogedor con personas LGBTQ+ y requiere una cita con anticipación y se recomienda siempre que sea posible.

👍 Reviews of JP Financial Planning

tooley75

5/5

We started working with James on our financial plan in 2015 and since then we have seen the enormous benefits of engaging with someone who is on “your side” and really listens and understands your hopes for the future. At every stage we feel supported and feel that James really helps to guide our decision making processes by understanding the market and products and benefits available to us. I have no hesitation in recommending JP Financial Planning to anyone who wants to take control of their financial future.

Philippa J.

5/5

We loved James’ approach to tackling our financial goals. By understanding our goals and risk profiles he was able to tailor a plan that will hopefully set us up financially while still allowing us flexibility to change as required. He ‘s always willing and able to answer our questions and explain the next steps.

Peter F.

5/5

James is very professional and courteous. He listens and assesses your needs and future plans and tailors a solution you can work to so that you can "hopefully" achieve your retirement goals. I am nearing the age where I am considering my working options and am happy with James's services to date.

Tenorsaurus M.

5/5

Financial planning is eye opening, so much more than budgets and being told you spend too much. James has been so helpful in creating confidence in our future, its exciting to unlock our our financial potential and see what kind of growth we can look forward to. Conversation is open and focussed on our goals and James is always speaks positively about our potential success.

deirdre M.

5/5

James has helped us achieve our financial and life goals in a timeframe we never thought was possible where we threw in a wedding in the middle to make this goal even harder to achieve. James’s advice, structure, support and guidance made our dreams become a reality. He is always on hand to provide this advice being quick to respond.

Aaron C.

5/5

We have always been very pleased with the level of care that James puts into understanding our goals and financial position, so as to tailor a plan that meets our needs and helps us to achieve them. Our position is reviewed regularly so as to ensure that adjustments can be made. He has always been approachable to discuss adhoc circumstances and how we can maximise them from a financial perspective.

Anna N.

5/5

Our experience with JP financial planning has been excellent. James has been very down to earth, helpful and committed to assisting us achieve our financial goals.

Jennifer C.

5/5

James is provides amazing unbiased financial advise. He listens to what is important to his clients and will even extend to diffusing marital debates over dog walking. Didn't think it was possible, but he makes financial planning fun.