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Jigsaw Financial Planning
Investing in Sydney

www.jigsawfp.com.au
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Remember you found this company at Infoisinfo 1800-81102?

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Marketplace, Shop 3 Level 1, 152-194 Allison Cres. Sydney. Sydney, NSW, 2000.
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What you should know about Jigsaw Financial Planning

Accounting in Sydney, Accountants in Sydney, Financial in Sydney, Trusts in Sydney

Jigsaw financial planning prides itself on helping people of all ages and from all walks of life secure their financial future. 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. Our clients look to jigsaw financial planning for prudent advice on money matters. It is not something to be obsessed with or excited about, it is not to be gambled with or taken lightly. Our clients are people who understand that money is a resource that needs to be used wisely. Your financial success & financial security and our business success are absolutely linked through every day of our ongoing relationship. We must never compromise on acting for our clients and we must uphold the highest professional standards at all times. We know that we need to understand our clients and we appreciate the trust clients place in our firm. Our core values are empathy, trust, integrity and professionalism. This freedom from bias provides our clients with the greatest potential for financial success. 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. The jigsaw financial planning team based in menai and sydney cbd team can assist in all facets of your financial affairs including: insurance risk management retirement planning smsf buy sell agreements investment management superannuation estate planning estate administration and management tax planning 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.

Asset Allocation is the primary portfolio decision. Jigsaw Financial Planning is a professional financial planning business based in Menai in the Sutherland Shire with a little team of capable and dedicated professionals working with mum and dads planning for retirement, insignificant business owners, and individuals with complicated affairs. Jigsaw Financial Planning has been operating for seven years. We are privately owned and managed by Matthew Laird who has sixteen years experience in financial planning. We also pride ourselves in the service we are capable to donate those clients with constant interstate and local visits to ensure they are professionally managed and completely contented with our services. The most comprehensive, personal and outcomes focused Financial Planning and Financial Advice service for Ore retirees, trivial business owners and executives in the Sutherland Shire. Asset Allocation is the primary portfolio decision. If a group of people would like to begin a project or construct a business venture that requires a large amount of money, the group will form a Listed Public Company and invite members of the public to become a part of the venture by investing their money in return for shares in that company. The members of the public that make an investment into the venture become Shareholders of the company and they are issued with an good number of Shares based on the amount of their investment. The shareholders become piece owners of the company and are therefore qualified to take income from any profits that the business venture makes (these are referred to as Dividends) and are also able to earnings from any increased capital growth the company may experience. While declining markets usually recover, it can often take time. Some investors see a price drop as an opportunity to purchase shares at a discount, while others see it as the begin of a deeper downturn. Maximum investors would be better off staying in the market and using a dollar cost averaging strategy instead of investing all their money at once, they drip feed it into the market so they can average out share prices over time. They also risk the opportunity of missing out on market growth. The fight or flight response is a instinctive human reaction to panic. It also means you may be out of the market when it rebounds and miss out on future market growth. Timing the markets for the best time to invest is easier said than done. Sharemarkets are unpredictable and if you try to time the market, you have to get not one, but two urgent decisions right: when to get out and when to get back in. Intuition tells us that the best time to buy is when prices are down, and the superior time to sell is when prices are up. Trying to pick the top and the bottom of the market is not effortless and you risk being out of the market when it rebounds. Even professional fund managers find it solid to continuously time the markets for the correct time to invest. It won't save you from market downturns, but it ensures you are in the market' during times of growth. The superior and worst performing asset class can vary from year to year. One way to diminish your exposure to market volatilit
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Asset Allocation is the primary portfolio decision. Taking into account your personal circumstances, goals and objectives as well as all government and market rules available we are capable to determine precisely the superior strategic financial plan to implement. Literally thousands of calculations are performed to produce a holistic optimized road map, incorporating Investments, super, property, tax and government benefits with clear yearly steps to trail allowing you to achieve the desired outcomes. On its own or as an excess component of our strategic Financial Planning Advice we can research your vogue investment program and determine if you are paying too much in fees, tax or impartial aren’t getting the superior returns for the risk you are taking. Our Investment program is based on the premise that returns are not release and are determined primarily by how much risk you are prepared to take. Within your risk profile we ensure your portfolio is the most efficient, cost effective and tax effective for the risk you are cozy with. Much like our strategic Planning Service we are aiming to construct the optimal investment strategy using our strategic investment approach. Our Investment Philosophy document (available from your adviser) includes information on how our portfolios are managed with the primary aim of risk reduction, optimization of returns, lowering tax and cost effectiveness. On its own or as an additional component of our strategic Financial Planning Advice we can research your vogue insurance program and determine what is the maximum appropriate glossy of insurance care for the various risks you face, whether your stylish concern is appropriately priced, with the features you need and structured in the maximum tax and cost effective for now and at claim time. We have a meaningful number of insurers available to use and will quote each company on price, product quality, and service to find the superior insurer specifically for you and your families needs. Ongoing this is reviewed annually to match any changes in your personal circumstances, legislation, improvements in products and price competitiveness to ensure it continues to be the maximum appropriate cover. Our Risk Plans are at no direct cost to you as we are remunerated by any commission payable from the insurers any amount will be fully disclosed to you before you proceed. It’s never too premature to invest in your future. Find out how we can help Book a release consultation. The most comprehensive, personal and outcomes focused Financial Planning and Financial Advice service for Ore retirees, trivial business owners and executives in the Sutherland Shire.
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