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About JR Financial Planning

JR Financial Planning provides comprehensive superannuation advice, retirement planning and guidance on contributions, salary sacrifice and investments. Our services help clients achieve their goals and objectives by providing comprehensive advice across: Superannuation •Structuring; •Fund consolidation; •Self-Managed Superannuation Funds (SMSFs); •Contribution strategies; and •Investments. Retirement Planning •Transition to Retirement; •Salary Sacrifice / Pension strategies; and •Commutation to the pension phase. Investments •Cash & Fixed Interest; •Bonds; •Hybrid Securities; •Listed Shares; •Managed Funds; and •Property Securities. Wealth Creation & Management •Regular investment plans; •Portfolio construction; and •Trading recommendations. Insurance •All personal insurance – Life, Total & Permanent Disability (TPD), Trauma and Income Protection; •Structuring for tax effectiveness and cash flow management; and •Assessment of existing policies held to ensure adequate cover.

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