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Retirement Ready: Strategies for 40-50 Year Old
Retirement should be viewed as a journey rather than merely a milestone. Early planning provides a valuable opportunity to
attain the desired lifestyle. Our professional services assist individuals in navigating this significant transition with
confidence, ensuring their financial, mental, and social well-being is geared towards a fulfilling retirement experience.
Smart Super: Empowering You with SMSF
A Self-Managed Super Fund (SMSF) is the only superannuation vehicle that allows direct investment in assets like property, giving Australian investors greater control and flexibility. Itʼs ideal for those with substantial balances and financial
experience seeking tailored investment strategies and direct oversight within superannuation regulations
Wealth Kickstart: Financial Planning for Under 40s
Start building your financial future with “Wealth Kickstart.” We begin with budgeting and savings, laying the foundation for smart investing and long-term growth. Designed for those under 40, our service helps you navigate your financial journey,
ensuring a secure, prosperous future with tailored planning every step of the way.
Estate Planning: Failing to Plan is a Serious Mistake
Failing to have an estate plan exposes your assets to state laws, potentially allowing the Public Trustee to make decisions regarding your deceased estate. This situation can cause distress and complications for your grieving family, leading to extended delays in accessing your assets. Our estate planning service protects your legacy, offering peace of mind that your
assets will be allocated to the people who matter most to you.
Peace of Mind: Comprehensive Insurance for Lifeʼs Uncertainties
Insurance coverage is essential to safeguard against unforeseen events during your financial journey. With the right solutions, youʼll have peace of mind, allowing your plans to proceed without interruption. Knowing youʼre covered for illness or injury helps ensure your financial plan remains on track. Donʼt leave home without it!
Start by completing our easy-to-use online fact find via iFact Find. This secure digital form helps us understand your financial situation, goals, and what matters most to you. No paperwork, no pressure — you can save your progress and return anytime until itʼs complete. The insights you share here lay the foundation for the personalised advice weʼll develop for you.
As soon as you complete your fact find in iFact Find, youʼll be prompted to book an online meeting at a time that suits you.
Our financial planner will have already reviewed your responses ahead of the meeting, allowing for a meaningful conversation about your goals, your current position, and any other matters youʼd like to discuss. This is where we begin to turn your information into strategy.
After our meeting, weʼll outline the advice we plan to provide and the strategies weʼll explore — this is referred to as the Scope of Advice. Youʼll also receive details of the initial advice fee and any implementation costs. This proposal is sent to you securely through our digital platform. Once youʼve reviewed and accepted it, weʼll begin preparing your personalised Statement of Advice.
Once we finalise your Statement of Advice (SOA), we will schedule an online meeting to review it in detail with you. During this meeting, we will answer any questions you may have and ensure that everything is clear and aligned with your goals. Once you are satisfied and ready to proceed, we will send you the SOA for your signature of acceptance. After that, we will move forward with implementing your financial plan.
At JPL Wealth, we have been helping clients achieve financial security for over 15 years. Led by Peter, a qualified financial planner, accountant, and mortgage broker, we provide customised strategies in superannuation, self-managed super funds (SMSFs), insurance, investments, and estate planning. Whether you aim to build wealth, prepare for retirement, or safeguard your legacy, we provide trustworthy advice with a personal touch—partner with us to plan with confidence at each stage of your financial journey.
Peter Sa, Master of Accounting (Bond), Dip. of FP, Adv Dip. FP.
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Peter and his team are not only highly professional accountants but also genuinely caring individuals. They take the time to listen to your story, recognising that every business and each person behind it is unique. In return, they provide thoughtful and well-considered solutions. They complete the work efficiently and without any fuss. Thanks, JPL!
I’ve been with Peter and the team for many years. They are professional, reliable, and provide very sound, personalized advice in a caring and friendly manner. Highly recommended!
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