JP Financial Planning
About the Business
Welcome to JP Financial Planning, a premier establishment located at 15 Felix Street, Lutwyche, Australia. As a finance point of interest, we are dedicated to helping everyday Australians achieve a successful future through personalized plans and effective steps.
At JP Financial Planning, we understand the importance of financial security and clarity in achieving your goals. Whether you're hitting a milestone like turning 40 or just starting out in your late twenties, our team of experts is here to guide you towards a brighter financial future.
Don't just take our word for it - hear from our satisfied clients who have benefited from our services. One client shares, "Engaging with JP Financial Planning has given me clarity with my financial needs/wants and is setting me up for the future I deserve." Another client emphasizes the importance of planning and securing the years ahead, stating, "It was the best thing I ever did!"
Our boutique financial planning team in Lutwyche is committed to providing objective and professional support to our clients. We take the time to understand your lifestyle preferences and tailor a plan that aligns with your short and long-term objectives. With our expertise and dedication, we can help you achieve your goals and provide you with confidence and certainty in your financial future.
Our financial planning journey together involves meeting and understanding your motivations, learning your goals, assessing your current financial picture, developing a comprehensive plan, implementing the plan, and continuously reviewing to ensure it matches your evolving lifestyle.
In today's changing economic landscape, we understand the concerns surrounding house prices and managing debt. That's why we offer valuable insights and tips to help you navigate these challenges. Whether it's understanding the costs, letting your financial plan support your decisions, or having clarity in your goals, we are here to guide you every step of the way.
Thank you for your interest in JP Financial Planning. If you have any questions or would like to learn more about our services, please feel free to reach out to us. Start your journey towards financial success today!
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Location & Phone number
15 Felix Street, Lutwyche, Queensland 4030, Australia
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
"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."
"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."
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