Just Financial Pty Ltd
We are a family owned 2nd generation Financial Planning Business that have serviced the Collie and Bunbury regions for 30 years through our close ties with Credit Unions and Western Power / Synergy and are committed to working with our clients to identify their objectives and implement a plan to achieve their goals. Our services include but are not limited to:
Retirement Planning and Superannuation
Superannuation is a key method of providing for your retirement. While you do have an option to rely on the Aged Pension Benefit, your future can be made more comfortable by planning ahead.
Estate Planning
An effective estate plan can enable you to protect and support your family and secure the wealth you have built up. It provides directions on how your wishes are to be carried out upon your death or time of incapacity.
Risk and Life Insurance
We offer personal protection insurance, so you can protect the most precious things in your life those you have worked so hard to earn. While we would all like to live forever, unfortunate events can occur at any time.
Investment Strategy
Depending on your stage of life, an investment portfolio should be designed to achieve the objectives you set at that time we can assist by recommending a portfolio to achieve your lifestyle goals, whether it be assets designed to achieve a regular income stream, to produce capital growth for future requirements or a combination of both.
Wealth Creation
We can help you achieve wealth creation in a multitude of ways; buying property, shares, managed investments, consolidating super and insurances.
Self-Managed Superannuation
Our Self Managed Superannuation Service is designed to help you with issues associated with the compliance and legal responsibilities.
Centrelink
We ensure the strategies we put into place maximise any Centrelink payments you are entitled to.
Aged Care Placement
Australia has an aging population and there is an increasing number of people needing to relocate to an assisted living situation. We can help and by providing advice on the process of getting assessed, accepted and strategies to fund best fund it.
Website
Phone
08 9337 5247