How We Can Help
Our Services

To deliver a Professional Financial Planning service you need a special skill set and many, many years of experience – made up of good and bad knocks.  Such attributes are forged over time and are the foundation of JFP’s service offering & success.

Our unique three meeting process, with clearly defined deliverables, in expanses of: Goal Setting, Wealth Creation, Cash-Flow Management, Estate Planning, Family Wealth Management & Risk Protection,safeguards the creation of an inclusive lasting strategy which constantly delivers.

Goal Setting & Mapping

Our approach allows you to identify something you want to accomplish and by establishing measurable objectives and timeframes we will help you achieve them.

Furthermore, Life goals are essentially everything you want to do in life before passing on. They're the stuff people remember you by when you are no longer around. ... Setting goals gives you purpose, and they help to guide your life. Think of life goals as your North Star.

Financial mapping works hand in hand with goal setting.  Mapping gives the ability to plot out, over an extended period, all of your future financial plans/goals. Similar to the way a three-month trip around Europe might involve painstaking planning and design, your finances also require organisation and control.

The JFP ‘strategy action plan’ will ensure you have the right amount of funds allocated for such a trip, giving you comfort, peace of mind and NO surprises.

Putting a long-term financial plan in place will provide you with the comfort of knowing that you can do all those things you dreamed of and that your financial future is under control.

We begin by taking time to understand what your ideal lifestyle looks like.  Completing our specially developed exercises, allows you to determine your goals and objectives – what’s important to you?

Empowered with our unique ‘strategy action plan’, our service is measured and modelling regularly against these goals and objectives.  This ensures you are kept on track and in the best financial position to achieve everything you wanted to achieve, so you can enjoy your life, with purpose, to the fullest.

Goal Setting & Mapping

Cash Flow Management

Cash Flow Management is the most important aspect of everyday living and essential to achieving lifestyle goals and objectives.

As the foundation to financial planning success it should not be overlooked.

JFP understands the importance of accurately predicting future liquidity requirements and proactively responding to changing conditions.

By comparing actual, estimated and forecast cash flow and income, we can ensure objectives are achievable, and where required, identify and discuss what ‘trade off’s” may need to be considered.

Only then can you appreciate the actual circumstances and work within a realistic framework.

A properly managed cash flow ensures you have funds when required to pay bills, that holiday you are planning as well as have proceeds for emergencies, should something come out of the blue.

JFP’s unique ‘cash-flow illustrator’ report captures the detail you need to know, to give you peace of mind when making plans for today and the future.

Cash Flow Management

Superannuation & Wealth Management

To sustain your desired lifestyle, over the longer-term, building wealth astutely throughout you working life becomes critical.

While wealth can be accumulated via the building of a business, property investments, direct shares etc., the use of Superannuation as an investment structure is central because of the Australian Government tax concessions which help to make it one of the best long-term investment vehicles.

JFP’s wealth management service, coupled with its long-term relationship with subject matter experts in area’s of accounting, law, property consulting, shares & mortgage broking, allows the delivery of exclusive advice which best fits our client’s needs, whether a Self-Managed Super Fund (SMSF), or Family Trust, or other structure.

Not matter what the vehicle used to build wealth, it is important to know you have a reliable and experienced team managing the structure, providing all the necessary administration, reporting, IT support and proactive investment advice to deliver on the planned objectives and targets set for the portfolio.

This is where JFP service commitment leaves no stone un-turned, ensuring all entities are compliant, returns are lodged & tax paid.  All the while benchmarking results against the market, so you have the transparency to see where your portfolio stands amongst peers.

A key measure to delivering on this commitment is via the JFP ‘private client portal’, which displays all entity/s and assets via one secure login point.

Superannuation & Wealth Management

Estate Planning

Estate Planning ensures a secure financial future for your family if something happens to you.

In conjunction with our professional partners, Jensen Financial Planning help to coordinate the essential elements of your estate planning, including your Will, Power of Attorney, Superannuation Beneficiaries and testamentary trust where applicable, to ensure your wishes are carried out and the right assets pass to the right hands at the right time.

Estate Planning

Risk & Life Protection

Risk and Life Insurance is essential to ensure the risks associated with life are managed.

Life is full of uncertainty and often the unexpected can occur. We are specialists in Term Life, Total Permanent Disability, Trauma and Income Protection insurances.

We provide services including:

  • Analysis your circumstances to ensure you and your family’s lifestyle is protected
  • Review existing insurance policies to ensure they remain competitive, effective and relevant to your circumstances.
  • Provide independent broking services, not aligned to any bank or insurer.
Risk & Life Protection

Family Wealth Management

The JFP service model is built to comprehensively address the essential services required for families and individuals to protect and grow their wealth.

Working closely with the best independent global research firms, local legal and accounting firms, allows us to bring the best of both worlds in knowledge and comprehensive advice to our client relationships.  Coupled with our understanding of investment & financial management, taxation, superannuation, succession planning, philanthropy and trustee services, your family wealth will be well positioned for the future generations ahead.

Family

As a team JFP supports families with intergenerational wealth preservation and transfer.  Our role becomes advisory, working in areas of governance, protection, decision-making processes, education of family members, tax compliance, philanthropy and investment management.

Sometimes referred to as a ‘family office’ service, it is not necessarily a physical location or organisational structure, although it may evolve into this as a family’s wealth grows.

Since 1992, JFP has helped families navigate the ever-changing landscape and demands of intergenerational wealth.

We work with a range of families at varying stages of their journeys.  Understanding each family’s differences and objectives is critical to providing the right financial solutions and guidance – as no two families are the same.

Under our guidance, we allow families to plot their journey to success, while providing strategic assistance to assess and over-come hurdles as they present themselves - whether new to wealth or made over generations.

The Journey

We understand the importance of ‘digging deep’ to obtain a full picture of each family’s values and vision.  To begin, the process may take several meetings and many conversations.

Our experience has shown us, to successfully acquire a deep understanding of what a family or individual would like to achieve over the long term, across generations, requires an unbiased ear - to listen, guide and importantly be frank.  As a trusted mentor we guide families through the financial maze and emotions, keeping a clear focus on achieving the agreed objectives.

Our team helps successful families transition their wealth to future generations with the best possible assurance.

Talk to one of our team about your family generational plans today.

Family Wealth Management

Goal Setting & Mapping

Goal Setting & Mapping

Our approach allows you to identify something you want to accomplish and by establishing measurable objectives and timeframes we will help you achieve them.

Furthermore, Life goals are essentially everything you want to do in life before passing on. They're the stuff people remember you by when you are no longer around. ... Setting goals gives you purpose, and they help to guide your life. Think of life goals as your North Star.

Financial mapping works hand in hand with goal setting.  Mapping gives the ability to plot out, over an extended period, all of your future financial plans/goals. Similar to the way a three-month trip around Europe might involve painstaking planning and design, your finances also require organisation and control.

The JFP ‘strategy action plan’ will ensure you have the right amount of funds allocated for such a trip, giving you comfort, peace of mind and NO surprises.

Putting a long-term financial plan in place will provide you with the comfort of knowing that you can do all those things you dreamed of and that your financial future is under control.

We begin by taking time to understand what your ideal lifestyle looks like.  Completing our specially developed exercises, allows you to determine your goals and objectives – what’s important to you?

Empowered with our unique ‘strategy action plan’, our service is measured and modelling regularly against these goals and objectives.  This ensures you are kept on track and in the best financial position to achieve everything you wanted to achieve, so you can enjoy your life, with purpose, to the fullest.

Cash Flow Management

Cash Flow Management

Cash Flow Management is the most important aspect of everyday living and essential to achieving lifestyle goals and objectives.

As the foundation to financial planning success it should not be overlooked.

JFP understands the importance of accurately predicting future liquidity requirements and proactively responding to changing conditions.

By comparing actual, estimated and forecast cash flow and income, we can ensure objectives are achievable, and where required, identify and discuss what ‘trade off’s” may need to be considered.

Only then can you appreciate the actual circumstances and work within a realistic framework.

A properly managed cash flow ensures you have funds when required to pay bills, that holiday you are planning as well as have proceeds for emergencies, should something come out of the blue.

JFP’s unique ‘cash-flow illustrator’ report captures the detail you need to know, to give you peace of mind when making plans for today and the future.

Superannuation & Wealth Management

Superannuation & Wealth Management

To sustain your desired lifestyle, over the longer-term, building wealth astutely throughout you working life becomes critical.

While wealth can be accumulated via the building of a business, property investments, direct shares etc., the use of Superannuation as an investment structure is central because of the Australian Government tax concessions which help to make it one of the best long-term investment vehicles.

JFP’s wealth management service, coupled with its long-term relationship with subject matter experts in area’s of accounting, law, property consulting, shares & mortgage broking, allows the delivery of exclusive advice which best fits our client’s needs, whether a Self-Managed Super Fund (SMSF), or Family Trust, or other structure.

Not matter what the vehicle used to build wealth, it is important to know you have a reliable and experienced team managing the structure, providing all the necessary administration, reporting, IT support and proactive investment advice to deliver on the planned objectives and targets set for the portfolio.

This is where JFP service commitment leaves no stone un-turned, ensuring all entities are compliant, returns are lodged & tax paid.  All the while benchmarking results against the market, so you have the transparency to see where your portfolio stands amongst peers.

A key measure to delivering on this commitment is via the JFP ‘private client portal’, which displays all entity/s and assets via one secure login point.

Estate Planning

Estate Planning

Estate Planning ensures a secure financial future for your family if something happens to you.

In conjunction with our professional partners, Jensen Financial Planning help to coordinate the essential elements of your estate planning, including your Will, Power of Attorney, Superannuation Beneficiaries and testamentary trust where applicable, to ensure your wishes are carried out and the right assets pass to the right hands at the right time.

Risk & Life Protection

Risk & Life Protection

Risk and Life Insurance is essential to ensure the risks associated with life are managed.

Life is full of uncertainty and often the unexpected can occur. We are specialists in Term Life, Total Permanent Disability, Trauma and Income Protection insurances.

We provide services including:

  • Analysis your circumstances to ensure you and your family’s lifestyle is protected
  • Review existing insurance policies to ensure they remain competitive, effective and relevant to your circumstances.
  • Provide independent broking services, not aligned to any bank or insurer.

Family Wealth Management

Family Wealth Management

The JFP service model is built to comprehensively address the essential services required for families and individuals to protect and grow their wealth.

Working closely with the best independent global research firms, local legal and accounting firms, allows us to bring the best of both worlds in knowledge and comprehensive advice to our client relationships.  Coupled with our understanding of investment & financial management, taxation, superannuation, succession planning, philanthropy and trustee services, your family wealth will be well positioned for the future generations ahead.

Family

As a team JFP supports families with intergenerational wealth preservation and transfer.  Our role becomes advisory, working in areas of governance, protection, decision-making processes, education of family members, tax compliance, philanthropy and investment management.

Sometimes referred to as a ‘family office’ service, it is not necessarily a physical location or organisational structure, although it may evolve into this as a family’s wealth grows.

Since 1992, JFP has helped families navigate the ever-changing landscape and demands of intergenerational wealth.

We work with a range of families at varying stages of their journeys.  Understanding each family’s differences and objectives is critical to providing the right financial solutions and guidance – as no two families are the same.

Under our guidance, we allow families to plot their journey to success, while providing strategic assistance to assess and over-come hurdles as they present themselves - whether new to wealth or made over generations.

The Journey

We understand the importance of ‘digging deep’ to obtain a full picture of each family’s values and vision.  To begin, the process may take several meetings and many conversations.

Our experience has shown us, to successfully acquire a deep understanding of what a family or individual would like to achieve over the long term, across generations, requires an unbiased ear - to listen, guide and importantly be frank.  As a trusted mentor we guide families through the financial maze and emotions, keeping a clear focus on achieving the agreed objectives.

Our team helps successful families transition their wealth to future generations with the best possible assurance.

Talk to one of our team about your family generational plans today.

1300 722 711

PO Box 18236, Collins Street East, VIC 8003

Melbourne

By appointment only -
Collins Street,
Melbourne, Victoria

Sydney

By appointment only - within
central business district

Beechworth

By appointment only -
Red Hill Road,
Beechworth, Victoria

Get in touch
Feel Free to Contact Us

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