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FigurE out your Finances

Money management is a part of life.
You don't necessarily need a bigger income to make better sense of your personal finances.

For most, all it takes is better money management to reduce spending, increase savings and improve your ability to invest. Making the imaginable a triumphant reality.

Even if you feel your finances are stuck in a bad place with no way out, there are financial freedom strategies that can help you regain control, deliver you from debt and step out of those financial tough spots.

FIND, SAVE AND HAVE MORE MONEY

FEEL IN CONTROL OF YOUR CASHFLOW

REDUCE FINANCIAL STRESS

Make good plans for your money.

When you don’t know where all your money comes from and in what directions it flows, it can be tricky to account for it all, leaving your plans, goals and lifestyle disrupted.

When you meet with a financial planner, you begin a partnership that helps you to streamline and maximise your financial opportunities, across all aspects of your life. Addressing your needs, challenges and future goals, while preparing for retirement and unexpected obstacles through scenario planning.

Financial Planning Can help You To:

  • Create a realistic budget that still has you enjoying life.

  • Track your spending so you can accumulate savings for big purchases.

  • Manage your debts in a way that doesn’t hold you back.

  • Organise and automate bills to be paid on time.

  • Develop an investment strategy so your money works harder so you don’t have to. 

  • Improve your financial security.

  • Have financial security for you and your family in the event of sickness, injury or loss of life.

Services to help you Figure Out Your Finances

Why Figuring out your finances is important

  • Cashflow clarity and great money management will serve you throughout your life, allowing you to have and make more money.

  • Move from uncertainty to certainty and let go of anxiety and stress.

  • Being broke hurts you, your family and your future. Nobody needs that.

  • Having a guided path to grow your wealth grants you the life you want, to do the things you wish.

Get started

Understand where you are now, build a budget that works for you, and create a financial roadmap for your future.

Put yourself in the driver's seat of your dreams.

What Our Clients Say About Working With Us

We have known Jared for a number of years. He has provided us with good, sound advice in the lead up to our retirement as a self funded couple.

Jared has saved us or made us more than his costs in investment returns and Superannuation advice. He is good at understanding our requirements.

We would recommend Jared to any person looking for friendly advice.

Bruce and Liz - Bellingen

Jared seems to be on top of what strategies meet our needs. He is always ready to offer us information and advice on any questions we ask. Sometimes he gives advice on things we were not aware of.

Margaret - Macksville

Jared was so easy and comfortable to deal with. It’s fair to say that both my husband and I have fairly poor financial knowledge - which is why we sought Jared out, who had come highly recommended to us. He communicated complex processes simply, and I was never made to feel stupid when I asked my many stupid questions. Jared advised and guided us in areas of our finances we had never considered. Since our time with Jared and his recommendations we feel increasingly confident in our financial future. We highly recommend Jared and are forever grateful for what he was able to implement for us.

Donna - Toormina

I’ve been dealing with Jared for a few years now and am very satisfied with all his advice and handling of my affairs. Great at what he does and all round good bloke.

Deborah - Woolgoolga

Jared has been so easy to deal with from our very first communication together. I went to him with little knowledge about what I needed and he very quickly explained things and gave me options in a language that I could easily understand. He provides advice based on what is best for my situation and always gives me options. I trust him to handle my family affairs and it has taken a great deal of weight off my shoulders. He responds quickly and makes the whole process as easy as possible.

Carly - Woolgoolga

Jared explains financial matters clearly and displays an excellent understanding of all. He is honest, reliable and conscientious and a pleasure to deal with. I would highly recommend his services.

Kay - Woolgoolga

Jared is very easy to talk with, always prepared to listen, and very professional. He has great knowledge of many products & services, and provides excellent advice on all products for our needs. He is prepared to go that little extra mile to ensure the right options for us before proceeding. We are happy to have Jared taking care of our financial situation. Always happy with his professional approach.

Ian - Boambee

Jared has always been professional and provides excellent advice for our particular needs. He is always prepared to go the extra mile to research a variety of options.

Brian & June – Nambucca