Strategies to build, protect, and transfer wealth.

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    JASPER FINANCIAL

    The team at Jasper Financial have been advising clients in every stage of life for over 10 years.  The company itself was founded in 2017. Based on the Sunshine Coast, Queensland, Jasper Financial creates and implements tailored financial advice strategies based on each client’s individual circumstances.

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    We are passionate about the financial needs of our customers.

    Financial Advice

    As you go through life, your priorities or perspectives may change, but one thing that should remain constant is managing your finances well to help you get what you want from life.

    Jasper Financial will guide you by

    Helping you identify your personal goals, such as an early retirement, travelling or building funds for your children’s education

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    Estate Planning

    Having a discussion about death with your loved ones is never easy, however, Estate planning is a critical part of any financial plan.

    Superannuation Death Benefit Nominations

    If you die, your super fund trustee normally pays your death benefit to one or more of your dependants or to your estate. Most super funds let you nominate who you want your death benefit paid to, either as a non-binding or binding nomination.

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    Superannuation

    Superannuation is a tax effective way to save for your retirement.

    How Much Will I Need In Retirement?

    The Australian population is living much longer these days. It is essential that you set goals early and have a clear plan to help you achieve them.

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    Our Services

    Financial Advice

    Helping you identify your personal goals, such as an early retirement, travelling or building funds for your children’s education. Read More

    Superannuation

    The Australian population is living much longer these days. It is essential that you set goals early and have a clear plan to help you achieve them. Read More

    Life Insurance

    Life insurance can be critical for a secure financial future. In simple terms, you insure yourself for a particular amount and, in the unfortunate event that you die. Read More

    Estate Planning

    A will takes effect when you die. It can cover things like how your assets will be shared, who will look after your children if they are still young. Read More

    SMSF Compliance

    For a SMSF to meet it’s obligations it involves a degree of time and effort by you as trustee or your trusted financial service professionals. Read More

    Self Managed Superannuation

    An SMSF is a trust where funds or assets are held and managed on behalf of a maximum of four individuals, to provide future retirement benefits. Read More