What are you looking for?

      About Uschevron down

      Are You In Control Of Your Money Or Does Your Money Control You?

      • Access to major insurance companies
      • Financial Planning & Advice
      • General Insurance Brokers
      • Investing
      • Life Insurance & Income Protection
      • Locally owned and operated
      • Retirement
      • Since 2010
      • Strong working experience
      • Superannuation
      General Info

      We provide tailored easy to follow financial plans for people in all stages of life to help them take back control of their money.

      Northwest Life is a privately owned financial advisory practice dedicated to helping people regain control of their money. We deliver high‑quality, personalised service built on trust, integrity, and ethical guidance. Our clients’ interests always come first. We share our knowledge to empower smarter financial decisions, recognising how one choice can influence many areas of life. Our mission is to turn financial and lifestyle aspirations into reality through disciplined, thoughtful planning.

      Northwest Life are subject matter experts in all things financial. Whether you are saving for your first house, planning your retirement, investing a windfall, wanting to protect your loved ones if you were unable to work or you have extra cashflow that you want to know how to invest: Jon and the team are your local professionals that you can trust to help you take back control of your money and reach your financial goals.

      Jon has over 10 years of experience creating financial plans for all walks of life: from young professionals starting their career, to newly married couples needing a plan for their finances, to families that have paid out their mortgage and now have extra cashflow, to individuals and couples planning to retire from the workforce, to couples in retirement needing aged care assistance. Jon has a bachelor's degree majoring in Finance, an Advanced Diploma of Financial Planning and is an associate member of the FPA.

      We provide our clients with high quality and personalised service that’s built on trust and ethical advice. The interests of all our clients are placed first, making them our main priority.We commit to sharing our knowledge and empowering our clients to make smarter decisions about money – because making certain financial decisions can have an impact on other areas you may not have considered.Ultimately, our goal is to help each client make their financial and lifestyle goals and aspirations become a reality through careful and disciplined financial planning.

      Email
      Payment method
      cheque, debit, eft, bpay, cash, mastercard, visa, invoicing available
      Established
      2013
      ABN
      64 668 150 445
      Staff
      1-10
      Ownership
      Locally Owned
      Service Notes
      Call for more information.
      Free Estimates
      Yes
      Other Link
      Categories
      Insurance Brokers, Financial Planning, Financial Planning Consultants, Investment Services, Investments, Life Insurance
      Licenses
      Legal ID: CAR #1305332, Legal ID: Davkat Enterprises Pty Ltd t/as Northwest Insurance | ACN 105 784 469 | AR No. 254625 Authorised Representative of Community Broker Network Pty Ltd ABN 60 096 916 184 | AFSL 233750
      Keywords
      Business insurance Bundaberg, Centrelink, Commercial insurance Bundaberg, Cyber Insurance, Cyber Insurance Bundaberg, Financial Advice, Financial Planning, General Insurance Bundaberg, Heavy Motor insurance Bundaberg, Home & Contents Insurance, Home & Contents Insurance Bundaberg, Income Protection, Industrial Special Risks insurance Bundaberg, Investing, Life Insurance, Management Liability Bundaberg, Management liability, Professional Indemnity Insurance, Professional Indemnity Insurance Bundaberg, Public Liability insurance Bundaberg, Retirement, Superannuation, Trades insurance Bundaberg
      FAQschevron down

      What does it cover?

      Buildings and common property; catastrophe, fidelity guarantee, office bearers' liability, personal accident, workers compensation.


      Do you have a minimum investment amount or timeframe?

      No, we cater for all walks of life. Our fees are not based around how much you invest, but rather the time taken to create your plan based on the scope you set.


      Do you charge a fee for the initial consultation?

      No. Our first meeting is an opportunity for you to meet us and for us to meet you. After all, you wouldn't trust advice from a stranger. We take the time to understand your specific financial goals and your unique financial situation. We follow this up with a second complementary strategy meeting to discuss how we can assist you reach your goals.


      What is strata and community title insurance?

      Residential strata insurance (also known as body corporate cover in some states) is general insurance that covers common property under the management of a strata title or body corporate entity.


      Can you arrange a phone/online meeting to discuss my situation?

      Yes! We are set up to be able to run on-line meetings using Zoom, or phone-based appointments. However, nothing beats a good old fashion face to face appointment with a local to start the process.