Deborah Jones and Associates

 

“Helping realise your financial goals”

PO Box 417

ELANORA QLD 4221

Ph: (07) 5522 6581

 Fax: (07) 5522 6732

Email: djones@djones-pty.com

 

 

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Are you happy with your Financial Life?

 

When most clients meet with us for the first time the answer is no, they're not happy or know that there are areas that they would like to improve.

 

Most people know that they need to better manage their financial life but they:

·         Don't get around to it, or

·         Have found solutions in the past that have not met with their expectations, or

·         Financial matters are too complex and there never seems to be enough time to implement a plan that can make a difference.

 

At Deborah Jones and Associates, we understand these challenges.

·         We aim to provide clients with real solutions to assist them to improve and manage their financial lives.

·         We act as your personal financial planning strategist

·         We consider your personal situation, provide you with customised solutions and assist with the implementation of your plan.

 

Our advice process has three steps:

·         We take the time to understand where you are now.

·         We talk to you about where you want to be in the future.

·         We then assist you to fill in the gap/s, by recommending strategies and actions to help you reach your desired and stated outcomes.

 

And we're here for the long run. With over 30 years of experience and a commitment to ongoing professional development, we are delivering value to our clients now and into the future.

To view our areas of advice, simply click here!

 

To make an appointment simply call us on (07) 5522 6581.

We look forward to working with you soon.

Palm Beach, Elanora, Coolangatta, Tweed Heads, Miami, Currumbin Waters, Personal Insurance, Risk Insurance, Personal Superannuation, Investment advice, Investment Service, Retirement Planning, Retirement Solutions, Financial Planning, Financial Advisers, Wealth Creation, Employer Superannuation, Financial services, Home lending referrals, Direct shares, Self Managed Super funds, Transition to retirement, portfolio management, expert strategy advice, pre & Post retirement planning, Centrelink planning, Allocation pensions, Account based pensions, aged care planning, Business succession and asset protection

Palm Beach, Elanora, Coolangatta, Tweed Heads, Miami, Currumbin Waters, Personal Insurance, Risk Insurance, Personal Superannuation, Investment advice, Investment Service, Retirement Planning, Retirement Solutions, Financial Planning, Financial Advisers, Wealth Creation, Employer Superannuation, Financial services, Home lending referrals, Direct shares, Self Managed Super funds, Transition to retirement, portfolio management, expert strategy advice, pre & Post retirement planning, Centrelink planning, Allocation pensions, Account based pensions, aged care planning, Business succession and asset protection

 

 

 

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Deborah Jones & Associates Pty Ltd (ABN 61 062 924 010) are Corporate Authorised Representatives of Financial Services Partners ABN 15 089 512 587 AFSL 237590.

Copyright © 2005, Deborah Jones Pty Ltd. All rights reserved.