Menu

Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at JSA Accounting to guide you towards achieving your financial goals.

Back to Services

What We Do

JSA Accounting is a CPA accounting firm. We take great pride in providing a comprehensive taxation, accounting and financial planning service.

READ MORE

Who We Are

At JSA Accounting we are committed to forming close partnerships with our clients, enabling us to understand your unique situation.

READ MORE

Client Tools

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

READ MORE

Meet The Team

Jill Hoadley
Director – Tax and Business Services
FIND OUT MORE
Jessica Ni
Director
FIND OUT MORE
Robert Julian
Financial Planning & Superannuation
FIND OUT MORE
Amy Hou
Accountant
FIND OUT MORE
Ian Brock
Accountant
FIND OUT MORE
Kristy Oldham
Bookkeeper
FIND OUT MORE

Latest News | RSS

What our clients say

Contact / Connect