Jigsaw Financial Planning prides itself on helping people of all ages and from all walks of life secure their financial future.
Wholly owned by its founders, Jigsaw Financial Planning, based in the Sutherland Shire and Sydney CBD has no links or ties to any financial institution. This freedom from bias provides our clients with the greatest potential for financial success.
Our core values are empathy, trust, integrity and professionalism. We know that we need to understand our clients and we appreciate the trust clients place in our firm. We must never compromise on acting for our clients and we must uphold the highest professional standards at all times.
Your financial success & financial security and our business success are absolutely linked through every day of our ongoing relationship.
Our clients are people who understand that money is a resource that needs to be used wisely. It is not something to be obsessed with or excited about, it is not to be gambled with or taken lightly. Our clients look to Jigsaw Financial Planning for prudent advice on money matters.
Your Jigsaw Financial Planning Advisers are CFP Qualified and accredited specialists with the Self Managed Super Funds Professionals Association and hold Masters Qualifications in Financial Planning.
The Jigsaw Financial Planning team based in Menai and Sydney CBD team can assist in all facets of your financial affairs including:
Buy Sell Agreements
Estate Administration and Management
Portfolio administration and compliance
Jigsaw Financial Planning is an Authorised Representative Number 402628 and Credit Representative Number 403200 of FYG Planners Pty Ltd AFSL/ACL 224543