Finance, Superannuation & Insurance

FINANCIAL PLANNING

Quality financial advice can play a vital role in the quality of your financial future. Our licensed financial planning services* can help you save money, create wealth, protect against risk, manage debts, grow assets, pick the right investments, reduce tax liabilities, plan for retirement, identify entitlements for government benefits and plan what inheritance will be left to the next generation.

Our qualified professional financial planning services look at all aspects of your lifestyle, goals and requirements to develop a financial strategy suitable for you. Investing in the right advice is smart. Take a step towards controlling your financial situation and plan for the future.

* Our financial planning services are provided by Will Fraser & Co., licensed financial planners.

SELF-MANAGED SUPERANNUATION FUNDS

Effective superannuation is a very important part of planning for your financial future and retirement. JPK Accountants can help you set up a self-managed superannuation fund which give you control over your own investments for your own retirement.

We can establish and assist you in managing your own self-managed fund, providing full accounting and auditing services. Take control by making the investment decisions yourself or choose to invest in managed funds. This provides wider investment alternatives and advanced taxation and estate planning strategies.

INSURANCE

Insurance is an essential part of protecting your personal and/or business wealth. Taking out the right insurance will help protect you, your loved ones, and/or your business assets while minimising your risk. We get to know our clients when providing accounting and tax services and can identify better insurance of financial deals. We can recommend and provide a range of insurance products suitable for your individual situation, including life insurance, business insurance, landlord insurance etc.

OTHER SERVICES

We can also negotiate and arrange equipment leases, mortgages and loans. Please contact us, we would be delighted to meet with you to determine how you can make best use of our team and the services we provide.

JPK Accountants offers our clients other services, including:

  • accounting and taxation services for individuals and businesses, and
  • business strategy to help businesses plan for a successful and profitable future.

Find out more about us.