JSA Financial Planning Group

Suite 3, 240-244 Pacific Hwy
PO Box 171
Charlestown, 2290

Ph: 02 4908 0999
Fax: 02 4908 0900
Email: reception@jsagroup.com.au
Web: http://www.jsagroup.com.au

Services Provided:

JSA Financial Planning Group has helped hundreds of local people achieve their financial goals since 1976.

Jeff Shakespeare leads our professional, qualified team of Advisers and Support staff whose skills, knowledge and commitment to client service is second to none. The emphasis at JSA is building long term relationships with clients in our care.

Research is the heart of the financial planning business. Most people neither have the time nor the expertise to thoroughly research markets and investments as well as the latest tax, Centrelink and superannuation legislation. Through our associations with our dealer group, Matrix Planning Solutions Limited (AFSL no.238256), JSA has access to one of the largest and best equipped research groups of any financial planning organisation. For clients this means all investment recommendations are supported by extensive market research.

Our advisers provide specialist, practical advice on a wide range of financial planning strategies which including:

* Cash Flow Monitoring
* Wealth Creation
* Investments
* Self Managed Superannuation Funds
* Life Insurance
* Income Protection
* Trauma Cover
* Total & Permanent Disability Cover
* Gearing Strategies
* Redundancy Planning
* Mortgage and Finance
* Centrelink advice
* Estate Planning
* Employer Superannuation Funds
* Fund Administration

JSA has recently opened a branch office in Newcastle's most recent harbourside development of Honeysuckle. Drop in a visit us some time.

If we can assist you with your financial planning needs please call (02)4908 0999 to book an appointment.