JP Financial Planning's Vision
Tailoring a Positive Tomorrow, Together
JP Financial Planning, we work with everyday Australians to create personalised plans that help them achieve a successful future through simple yet effective steps.
JP Financial Planning
We Help Everyday Australians to Create
A Brighter Future
What We Do
Welcome To
Our Financial Planning Business
James Petterson is the principal of JP Financial Planning and believes most of all, that when someone has the motivation and information great things can be achieved. Furthermore, partnering with a trusted source is an excellent way to achieve the best outcomes. As a result, he is driven to help people succeed, hence he created JP Financial Planning.
James, the owner of JP Financial Planning is especially aware that personal financial plans may be important however often overlooked due to juggling family, lifestyle and work interests. He seeks to provide an objective and professional approach. As a result, ensuring most of all that his client's financial plans don’t get forgotten along the way.
How We Work
The JP Financial Planning Journey
Meet
Meet
Meet and understand what motivates you, we will determine what we are going to work on together
Learn
Learn
Learn and understand your goals and assess your current financial picture
Strategise
Strategise
Strategise how to create your positive tomorrow
Develop
Develop
Develop and prepare your financial plan to ensure your goals are achieved, this will include strategic and product focused recommendations.
Implement
Implement
Implement the plan and provide the knowledge for you to know that it is your best way forward.
Review
Review
Review to continue to match todays lifestyle with tomorrow.
Meet
Meet
Meet and understand what motivates you, we will determine what we are going to work on together
Learn
Learn
Learn and understand your goals and assess your current financial picture
Strategise
Strategise
Strategise how to create your positive tomorrow
Develop
Develop
Develop and prepare your financial plan to ensure your goals are achieved, this will include strategic and product focused recommendations.
Implement
Implement
Implement the plan and provide the knowledge for you to know that it is your best way forward.
Review
Review
Review to continue to match todays lifestyle with tomorrow.
With Respect To Each Client
We Appreciate Clients
And Their Business
Our Blog
Read Our Latest Articles,
Tips & News
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Code of Ethics is a set of principles and core values that lays the foundations for the financial planning industry. The Code and the Standards…
Thanks to the $25 billion we spend on Christmas as a nation, it’s not surprising that many Australians can expect to have a debt ‘hangover’ that…
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Have Any Questions?
Thank you very much for your interest in our company and our services and if you have any questions, please write us a message now!