owned by its founders, Jigsaw Financial Planning, based in the Sutherland Shire
and Sydney CBD has no links or ties to any financial institution. This freedom
from bias provides our clients with the greatest potential for financial
Our core values
are empathy, trust, integrity and professionalism. We know that we need to
understand our clients and we appreciate the trust clients place in our firm.
We must never compromise on acting for our clients and we must uphold the
highest professional standards at all times.
financial success & financial security and our business success are
absolutely linked through every day of our ongoing relationship.
clients are people who understand that money is a resource that needs to be
used wisely. It is not something to be obsessed with or excited about, it is
not to be gambled with or taken lightly. Our clients look to Jigsaw Financial
Planning for prudent advice on money matters.
Jigsaw Financial Planning Advisers are CFP Qualified and accredited specialists
with the Self Managed Super Funds Professionals Association and hold Masters Qualifications
in Financial Planning.
The Jigsaw Financial Planning team
based in Menai and Sydney CBD team can assist in all facets of your financial
- Risk Management
- Retirement Planning
- Buy Sell Agreements
- Investment Management
- Estate Planning
- Estate Administration and Management
- Tax Planning
- Portfolio administration and compliance