Phone
(07) 4723 9188
Call
Website
Journey Financial Group Pty Ltd
Superannuation Fund, Annuity & Rollover Consultants
Qualified Professional Staff That Discuss Options
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Journey Financial Group Pty Ltd opening hours in Kirwan
Additional Contacts
Accreditations
Richard Rayment - B.Ec. , Dip.FS (Financial Planning)
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About Us
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Products and Services
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FAQs
About Us
About Journey Financial Group Pty Ltd
We offer a broad range of services designed to work together to meet your financial needs.
Journey Financial Group Pty Ltd provides high quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. We will ask just as much as it is necessary to be able to provide appropriate advice.
Whether you are approaching retirement or still a few years away, it's important that you understand all of the options available to suit you and your ideal retirement such as:
- Transition To Retirement Strategies
- Boosting Your Super
- Allocated Pension
- Personal Insurance Requirements
- Tax-Effective Strategies
- Annuities
- Estate Planning
Payment Methods
- ABN
- 62 067 961 997
- Staff
- 11-20
- Established
- 1991
- Also listed under
- Life Insurance, Financial Planning, Retirement Planning & Advisory Services
Products and Services
Hours of Operation
Flexible Hours, Open Monday - Friday
Events
Fund Raisers, Seminars
Services
Administration, Advice, Annuities, Audits, Establishment, Lost superannuation, Planning
Brand
Australian Casualty
Offering
Commercial, Estate Planning, Funds Management, Group, Individuals, Portfolio Management, QuickBooks, Quicken, Retirement Planning, Rollovers, Self Managed Funds, Superannuation
Features
By Appointment, Consultations, Financing, Free Consultations, Home Visits, Independently Owned, Leasing, Licensed, Locally Owned, Monthly Payments, Quotes, Registered
Issues
Asset Protection, Asset Purchasing, Budgeting, Cashflow Management, Debt Reduction, Direct Equities, Home Loans, Income Protection, Investments, Life Insurance, Mortgages, Pensions, Redundancy, Social Security Planning, Trauma Insurance, Unit Trusts, Wealth Creation
Keywords
Retirement Planning, Superannuation, Seminars, Professional Staff, Established In 1991, Flexible Hours, Licensed, Team, JFG Pty Ltd 77 Thuringowa Dr, Business
FAQs
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How can we manage our goals?
Many people find it easier to identify goals of up to five years' time such as buying a bigger home, acquiring an investment property or saving for your children's education. Long-term goals of more than five years may be less precise but should be reviewed regularly to respond to changing markets, government legislation and your own personal situation.
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Which financial plan will you suggest?
When we meet to find out more about your goals and life stage, we'll establish your risk profile. We'll look at your present financial position, including your total assets and debts. We'll also consider your career plans in particular, how long you wish to work full-time, so we can estimate your future income and savings potential.
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Do you offer free quotes?
Yes, we do offer free quotes.