Get Your Financial House in Order
Peace, Wholeness and Well-Being in every area of life
Our Mission is two fold
1) Help get your financial house in order so you are free to pursue the things that really matter.
2) To protect you from the financial stress caused by sickness, accident or death. If something happened to you or your partner would you want your family to be the same, better or worse off?
We are fee for service, Values Based Financial Advisers specialising in "non-cookie cutter advice."
Live Your Life
On Purpose Money gives you powerful choices.
What's Important About Money To You....
And What Are Two or Three Things That Require Money and Planning To Achieve?
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Is Your Financial House In Ruins?
Many people find money difficult, confusing or a source of constant stress.
“In the grand scheme of things, money’s not that important. It’s significant only to the extent that it allows you to enjoy what is important to you."
Bill Bachrach Value Based Financial Planning
The Financial Road Map brings clarity of purpose and sets tangible goals in line with your values
We work with people who are
• Motivated to take action
• Want a financial partner to help
• Proactive and want a trusted long term relationship
Family Protection Plans
We protect the most important people in your life.
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Living Your Life On Purpose
Getting Started
Financial Road Map
A 60-90 minute conversation crystalising what’s important about money to you, your tangible goals that require money and planning to achieve and where you are now.
Terms of Engagement
As fee for service advisers we are paid for strategic advice not for pushing product.
We have clients in industry funds, and self managed super funds. And clients who favour property over shares and vice versa.
Implement and review
At the end of the process you will have a comprehensive step by step plan that gives you the highest possibility of achieving your goals.
And our review service keeps you on track to achieve your goals.
Why Choose Us
Our vision is to help you achieve real prosperity which we define as peace, wholeness and well-being in every area of life. Without having your financial house in order you can’t pursue the things that really matter in life like family, relationships and activities you love.
Values Based Financial Advice rather than product sellers
Strategy and outcome focused
We are Values Based Financial Advisers who focus on helping you achieve your tangible goals that require money and planning to achieve based on what’s truly important to you.
What products you purchase come at the end of a comprehensive process and are simply the vehicle to help you make smart choices about your money so you can achieve your goals. This makes us strategy and goal focused as opposed to the average Adviser at your local bank.
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People Before Profit
Relationships For Life
Our business is focused on building long term relationships and take time to provide a high level of service to our clients. We value helping people for life and investing our clients money with the same care if it is our own.
We work with expert partners for mortgage broking, estate planning and SMSF accounting.
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Flexibility
You can choose your product or platform
Jireh Financial is part of Havana Financial Services who provides a wide range of approved products.
Some of our clients invest in property, some in Self Managed Super Funds. If you are happy with your industry super fund or other products you currently have you are not forced to switch out.
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Fee for Service No Surprises
Fixed Price Agreements
Our Values Based Financial Advice is fee for service and all the fees are negotiated in a fixed price agreement prior to any work being done so there are no surprises
On wealth protection advice for life insurance, trauma and total and permanent disability we are paid directly by the insurer with a small SOA fee to cover our costs. We can use every insurer in the market and will fight for the solution that is best for you.
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Meet The Team
Justin has been in the financial services industry since 1997 and is supported by a specialist client services and para planner team.
Ready to Get Your Financial House In Order?
Sydney Office: Level 2, 65-71 Belmore Rd Randwick NSW 2031
Ph: 02 65 855480 Mobile 04038 54734
Mid North Coast Appts available on request.
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