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Our Services

Retirement Ready: Strategies for 40-50 Year Old

Secure Your Future with JPL Wealth’s Retirement Ready Strategy

Securing a comfortable retirement may seem like a daunting task, but not with JPL Wealth Pty Ltd ATF JPL Wealth Trust. Our expert financial planner, Peter Sa, brings more than 15 years of experience in crafting personalized strategies that help individuals aged between 40 and 50 prepare for their future post-retirement life.

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Smart Super: Empowering You with Self Managed Super Funds (SMSF)

Take Control of Your Future with Smart Super

At JPL Wealth Pty Ltd ATF JPL Wealth Trust, we understand the importance of planning for the future. That’s why we offer our specialized Smart Super service- designed to provide you robust control over your superannuation funds. In today’s volatile financial landscape, having a hands-on approach to managing your superannuation can make a significant difference.

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Wealth Kickstart: Financial Planning for Under 40s

Wealth Kickstart: Make Your Wealth Work for You

Are you under 40 and looking for expert guidance to make your wealth work harder for you? Welcome to JPL Wealth Pty Ltd’s exclusive service, “Wealth Kickstart”. Created and managed by Peter Sa, a seasoned financial planning professional with over 15 years of experience serving a broad range of clients. This service is specifically designed to provide comprehensive financial planning solutions tailored to meet your unique needs and aspirations.

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Estate Planning

Safeguard Your Legacy with JPL Wealth

Estate planning is not simply about distributing assets after your passing. It’s about safeguarding your hard-earned wealth, providing security for your loved ones, and making sure your wishes are clearly articulated and respected. With over 15 years of experience, Peter Sa at JPL Wealth Pty Ltd helps guide you through this intricate process to ensure no stone goes unturned.

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Peace of Mind: Comprehensive Insurance for Life’s Uncertainties

Secure Your Future with JPL Wealth Pty Ltd’s Comprehensive Insurance

Peter Sa, a Financial Planning expert, has spearheaded JPL Wealth Pty Ltd ATF JPL Wealth Trust for over 15 years. Our core offering is the Peace of Mind service – a comprehensive insurance plan designed to help you navigate life’s uncertainties.

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What our clients
say matters

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!

Lisa. S

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!

Fauzie. L

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