JPA Financial Services
Burleigh Waters, QLD
(3)
Burleigh Waters, QLD
(3)
Here at JPA we help clients to create a clear path to financial success by having someone guide and support you along your financial path.
we take the time to regularly converse with clients, adjusting for life's unforeseen's and covering multiple aspects to assist our clients to change their lives.
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3 customer reviews
kenneth fowles
i would give any one to go with jpa finacial services because the help thay have gave me and the freindly team is always willing to help you in all aspect im still with them and i will not chance for any thing at all
Jasmine Pole
Financial Advisors
Jaxon was efficient & worked well in the timelines we had.
Tanja
Peter & I are so thankful to Jaxon (our son) for giving us the focus & guidance we needed to save to buy our home on the Gold Coast.
His knowledge & drive has allowed him to achieve the success he has achieved.
We are so proud of him & thankful that he cared about our future & guided us into achieving our goal!
If you want your future to be better than what it is now, then I would highly recommend contacting Jaxon. He will give you the best advice for you to move forward & help you achieve your goals!
Thanks Jaxon xx
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What do you love most about your job?
Adding value, so when I find aspects of a clients situation that I can quickly make improvements that vastly outweigh the associated costs & assist to put the client in a far better financial position.
What inspired you to start your own business?
I guess I was doing so well every time I worked for everyone else multiple companies began limiting me in some way. Since running my own company I can spend more time with clients & provide more value in the offerings.
Why should our clients choose you?
Unlike other advisers, I have experience & qualifications in multiple areas such as
-Mortgage broking
-Accounting
-Real estate
-Financial planning
-Coaching
I understand how to take a clients current position & create a path to a better fiancial tomorrow for them.
Superannuation
Change your lifestyle in retirement
Tax effective strategies
Increase returns
Reduce account fees
Strategic retirement accounts
Investments & Assets
Grow your asset base now!
Deposits and payment products
Stocks & Bonds
Managed investments
Securities
Insurance & Financial Protection
Be covered for the unforeseeable
Life risk Insurance products
Protect your source of Income
Ensure your family is looked after
Goal Planning
We will work out how to breakdown a client's lifelong financial goals into easy to reach goals.
Better then that we will assist in creating a plan to get there!
