Map
About Us
Products and Services
FAQs
Northwest Life are subject matter experts in all things financial. Whether you are saving for your first house, planning your retirement, investing a windfall, wanting to protect your loved ones if you were unable to work or you have extra cashflow that you want to know how to invest: Jon and the team are your local professionals that you can trust to help you take back control of your money and reach your financial goals.
Jon has over 10 years of experience creating financial plans for all walks of life: from young professionals starting their career, to newly married couples needing a plan for their finances, to families that have paid out their mortgage and now have extra cashflow, to individuals and couples planning to retire from the workforce, to couples in retirement needing aged care assistance.
Jon has a bachelor's degree majoring in Finance, an Advanced Diploma of Financial Planning and is an associate member of the FPA.
Australian Owned, By Appointment, Fee For Service, Licensed, Locally Operated, Locally Owned, Member FPA, Registered
Advice & Information, Annuities, Asset Protection, Bonds, Budgeting, Cashflow Management, Centrelink, College Funds, Consultations, Debt Management, Debt Reduction, Direct Equities, Estate Planning, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Funds, Managed Investments, Mutual Funds, Portfolio Management, Redundancy, Retirement Planning, Rollovers, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Wealth Creation
Couples, Individuals, Professionals, Retirees, Small Businesses
Flexible Hours, Open Monday - Friday
Centrelink, Superannuation, Life Insurance, Investing, Financial Planning, Income Protection, Retirement, Financial Advice
No. Our first meeting is an opportunity for you to meet us and for us to meet you. After all, you wouldn't trust advice from a stranger. We take the time to understand your specific financial goals and your unique financial situation. We follow this up with a second complementary strategy meeting to discuss how we can assist you reach your goals.
Yes! We are set up to be able to run on-line meetings using Zoom, or phone-based appointments. However, nothing beats a good old fashion face to face appointment with a local to start the process.
No, we cater for all walks of life. Our fees are not based around how much you invest, but rather the time taken to create your plan based on the scope you set.
