Journey Financial Group Pty Ltd
35 Years
in Business
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About Us
Qualified Professional Staff That Discuss Options
- High Level Of Service
- Experienced team
- Experienced Team
- A broad range of services
- High quality financial advice
- Outstanding Customer Service
- Quality Financial Advice
- Save tax & maximise your potential returns
- Tax-effective strategies
- High Quality Financial Advice
- General Info
Protect your loved ones, your lifestyle and your business.
About Journey Financial Group Financial planning is the process of meeting your life goals through the proper management of your finances. Your financial independence and future quality of life are vital issues that should not be left to chance. We understand this and can help you secure your future by providing tailored financial strategies designed to create and preserve wealth. Providing you with the Financial Planners for the best future Our highly experienced team has worked in financial planning for more than 50 years combined. Over this time, we've helped hundreds of people take steps towards financial independence and security. Get to know more about our team and how we can help you.
You may go for years without making a claim, then one day the unexpected happens. No one can eliminate the devastating emotional impact of serious illness, disablement or death, but if you have to deal with money problems as well, the situation can be much worse. Having money available when you need it most is what makes insurance so valuable.
When protecting your family financially, look at your areas of greatest vulnerability, such as your mortgage, other debts, regular household expenses and if you're self-employed, look at your business. You should also protect yourself against loss or damage to your property.
It's all very well to have 'some' insurance, but many people are under-insured and find themselves out of pocket when they make a claim. It's important to accurately assess how much insurance you need. This is an area where Journey Financial Group Pty Ltd can help you. We'll help identify your greatest areas of risk and work out how much cover is appropriate for your needs.
- Accreditations
Richard Rayment - B.Ec. , Dip.FS (Financial Planning)Geoffrey Sprott-Dip. Of Financial Services (Financial Planning)Rikarli Rayment - B Bus Com, Dip FS (Financial Planning), Dip FS (IB)- Email Business
- Payment method
- debit, cash
- Established
- 1991
- ABN
- 62 067 961 997
- Staff
- 11-20
- Ownership
- Locally Owned
- Service Notes
- Open Monday to Friday
- Free Estimates
- Yes
- Other Link
- Categories
- Commercial
- Yes
- Keywords
- Open Saturdays, Professional Staff, Qualified, Qualified Staff, Quality Financial Advice, Registered, Retirement Planning, Seminars, Superannuation, Team, Open Monday To Friday, Insured, Licensed, Open Evenings, Individual, Guaranteed, Flexible Hours, Financial Advice, Financial, Family, Established In 1991, Certified, Business, Advice, Journey Financial Group Pty Ltd Kirwan QLD, Journey Financial Group Pty Ltd Insurance - Life, Journey Financial Group Pty Ltd Kirwan QLD 4817, JFG Pty Ltd 77 Thuringowa Dr, Kirwan QLD 4817, JFG Pty Ltd 77 Thuringowa Dr, Investment
FAQs
How can we manage our goals?
Many people find it easier to identify goals of up to five years' time such as buying a bigger home, acquiring an investment property or saving for your children's education. Long-term goals of more than five years may be less precise but should be reviewed regularly to respond to changing markets, government legislation and your own personal situation.
Are you registered?
Yes, we are registered.
Do you offer free quotes?
Yes, we do offer free quotes.
Where are you located?
We are located at 77 Thuringowa Dr, Kirwan QLD 4817.
Which financial plan will you suggest?
When we meet to find out more about your goals and life stage, we'll establish your risk profile. We'll look at your present financial position, including your total assets and debts. We'll also consider your career plans in particular, how long you wish to work full-time, so we can estimate your future income and savings potential.