Jacaranda Financial Planning
About the Business
Welcome to Jacaranda Financial Planning, a leading institution located in Sydney, Margaret Street. As a trusted provider of accounting, establishment, finance, and a point of interest, we are dedicated to assisting you in growing and safeguarding your wealth through our comprehensive financial advice services.
At Jacaranda Financial Planning, we understand that everyone's financial situation is unique. That's why our team of experienced professionals, backed by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643, is committed to providing tailored solutions that cater to your specific objectives and needs.
Please note that the information provided on this webpage is general in nature and should not be considered as financial advice. It is essential to consult with a financial or other adviser to determine whether the information is suitable for your circumstances. We take no responsibility for any loss or damage incurred as a result of relying on this information.
Our parent company, Perpetual Limited ABN 86 000 431 827, along with its subsidiaries, forms the Perpetual Group. PTCo, a wholly owned subsidiary of Perpetual Limited, prepared the information on this webpage, which is believed to be accurate at the time of compilation. However, we recommend considering that financial practice and laws are complex and subject to change.
Please be aware that this document may contain information contributed by third parties. While we strive to maintain accuracy and completeness, PTCo does not guarantee the reliability of any third-party information. Any views expressed in this document are the opinions of the author at the time of writing and should not be considered as a recommendation to act.
Lastly, we want to emphasize that no company within the Perpetual Group guarantees the performance of any fund or the return of an investor's capital. Past performance should not be seen as indicative of future performance.
Thank you for choosing Jacaranda Financial Planning. We look forward to helping you navigate the complexities of finance and achieve your financial goals.
Location & Phone number
60 Margaret Street, Sydney, New South Wales 2000, Australia
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have received solid financial advice from Jacaranda over many years and am extremely happy with their ongoing management of my superannuation fund. Most recently Pat Adams, senior advisor provided a very professional review of the funds' status and further advice going forward. I feel my fund is in very good hands."
"My husband and I were recommended by a friend to investigate the folk at Jacaranda Financial Planning as we planned our retirement and an interstate move. They have been warmly helpful and patient with our many questions and given us good service and advice in making the most of our savings and the proceeds from sale of our home."
"My husband & I have been with Jacaranda Financial Services for several years & we highly recommend Brett & his team. We feel very secure having our retirement funds managed by this company. Brett has an amazing understanding of all aspects of the finance world & we’re very appreciative of his help & advice. Even though this is a growing business, we still receive personal customer service. Brett & his team are so approachable & quickly respond to any questions or concerns we may have. Couldn’t be happier with their service."
"The loan was incredibly approved fast and funds transferred to my bank account within seconds of accepting the contract. application process is really simple and easy to complete. As a person with horrible credit rating, Jacaranda does make a huge difference when in need of short term cash. They even structure the loan repayments in smaller instalments with longer term to make it easy for me to manage my weekly cash flow. all in all, awesome service. highly recommended for short term emergency cash."
"I would highly recommend Jacaranda Financial Planning. Michael has been very helpful and has guided us on how to invest and manage our retirement funds. He has been approachable, quick to respond to questions and explains in an easy to understand manner. Michael genuinely cares about his clients. Overall, we have been very happy with the service provided by all staff."
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