Our Services
Financial planning
JDFA employs a six-step financial planning process to ensure you get the right investment advice for your needs.
JDFA will:
- Review your current financial position
- Understand your lifestyle goals and your financial needs to achieve them
- Discuss your attitude to risk
- Analyse the potential success of your current financial and investment activities
- Develop and implement a strategic plan to improve your financial position and help you achieve your lifestyle goals
- Regularly monitor the progress of your investment strategy to maximise results
JDFA's financial planning services can assist you with:
Strategic planning
Having understood your goals, JDFA can develop and implement a strategy for achieving them. JDFA can advise you on:
- Wealth accumulation
- Asset ownership structures, including self managed super funds
- Debt gearing, including margin lending
- Life and income insurance
- Retirement incomes
- Estate planning
Investment planning
JDFA can develop an investment plan to ensure your money works hard at achieving the best results for you.
When developing your investment plan we will:
- Identify your attitude to risk
- Match a recommended investment portfolio to your risk profile
- Implement your chosen investment portfolio
- Regularly review your investment portfolio's performance
- Re-balance your investment portfolio when your circumstances change
Estate planning
JDFA can help you put your affairs in order.
We will:
- Identify your estate goals
- Identify your preferred executors
- Clarify likely estate taxes
- Review your will and powers of attorney
- Liaise with your solicitors in the drafting of your will and powers of attorney
Insurance planning
JDFA can help you understand your risk and implement strategies to reduce your exposure, so you can rest easy.
We will:
- Identify and measure your risks
- Review existing insurance policies to ensure they are meeting your needs
- Recommend and implement an appropriate insurance strategy
- Monitor and review your insurance strategy on an ongoing basis