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Having joined the Banking and Finance Industry in 2013, Jackie’s vast experience enables her to bring an array of expertise to her clients. Guiding with professionalism and compassion, she enjoys assisting clients in understanding and defining their financial goals and creating a tailored plan to provide independence and certainly for their future and retirement.
Jackie’s role involves two main parts:
Financial Position Maximisation
To provide professional advice in maximising your current financial position through diversified investment construction, tax effective asset structuring, and strategic planning of personal resources.
Long Term Financial Planning & Strategy
To provide a strategic long-term plan to best meet your personal goals as efficiently and securely over time. To maximise the success of long-term planning, we provide ongoing strategic planning, investment advice, performance and goal benchmarking.
My Services – Financial Planning