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JP Financial Planning 101/15 Felix St, Lutwyche QLD 4030

JP Financial Planning





40 Reviews
Financial consultant
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed




JP Financial Planning 101/15 Felix St, Lutwyche QLD 4030




About the Business

JP Financial Planning | Tailoring Financial Plans, Together | At JP Financial Planning our financial advisors work with everyday Australians to tailor personalised financial plans. Furthermore, JP Financial Planning is conveniently located in Ferny Hills, Queensland. We use simple yet effective steps to help people achieve your personal and financial goals.

Contacts

Website
http://www.jpfinancialplanning.com.au/
Call Us
+61737057107
Get Directions
101/15 Felix St, Lutwyche QLD 4030
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Hours

  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
Change or delete Share Save

Features

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Toilets
  • Wheelchair-accessible toilet
  • LGBTQ+ friendly
  • On-site services
  • Online appointments
  • Appointment required




Recommended Reviews

Tenorsaurus Music
10.10.2023
JP Financial Planning
Financial planning is eye opening, so much more than budgets and being told you spend too much. James has been so helpful in creating confidence in our future, its exciting to unlock our our financial potential and see what kind of growth we can look forward to. Conversation is open and focussed on our goals and James is always speaks positively about our potential success.
Kevin Giuliano
23.09.2023
JP Financial Planning
We've been a client for 10 years of JP Financial Planning. During our time we have grown our wealth considerably through expert advice and never felt uncomfortable.
Stephen Hoffman
07.09.2023
JP Financial Planning
Outstanding service and advice. James has structured our finances and provided a clear direction based on our personal situation. We now know exactly where we are, and what we need to do to reach our goals.
Narelle Hoffman
30.08.2023
JP Financial Planning
James has customised a plan for us to implement to achieve our retirement goals in our optimal timeframe. He has been extremely flexible and patient while being refreshingly honest.
Peter Field
24.08.2023
JP Financial Planning
James is very professional and courteous. He listens and assesses your needs and future plans and tailors a solution you can work to so that you can hopefully" achieve your retirement goals. I am nearing the age where I am considering my working options and am happy with James's services to date."
Aaron Collins
16.08.2023
JP Financial Planning
We have always been very pleased with the level of care that James puts into understanding our goals and financial position, so as to tailor a plan that meets our needs and helps us to achieve them. Our position is reviewed regularly so as to ensure that adjustments can be made. He has always been approachable to discuss adhoc circumstances and how we can maximise them from a financial perspective.
deirdre mannion
10.08.2023
JP Financial Planning
James has helped us achieve our financial and life goals in a timeframe we never thought was possible where we threw in a wedding in the middle to make this goal even harder to achieve. James’s advice, structure, support and guidance made our dreams become a reality. He is always on hand to provide this advice being quick to respond.
Anna Nicholls
05.08.2023
JP Financial Planning
Our experience with JP financial planning has been excellent. James has been very down to earth, helpful and committed to assisting us achieve our financial goals.
Philippa James
20.07.2023
JP Financial Planning
We loved James’ approach to tackling our financial goals. By understanding our goals and risk profiles he was able to tailor a plan that will hopefully set us up financially while still allowing us flexibility to change as required. He ‘s always willing and able to answer our questions and explain the next steps.
tooley75
19.07.2023
JP Financial Planning
We started working with James on our financial plan in 2015 and since then we have seen the enormous benefits of engaging with someone who is on “your side” and really listens and understands your hopes for the future. At every stage we feel supported and feel that James really helps to guide our decision making processes by understanding the market and products and benefits available to us. I have no hesitation in recommending JP Financial Planning to anyone who wants to take control of their financial future.

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101/15 Felix St, Lutwyche QLD 4030
JP Financial Planning