Get Your Financial House in Order
Peace, Wholeness and Well-Being in every area of life
Our Mission is two fold1) 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?Family Protection Plans
We protect the most important people in your life.
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.
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.Flexibility
Not forced to use parent bank or insurance products
Jireh Financial is part of Infocus who provides a wide range of approved products.
We are not tied to a bank or insurance company who mandates that we use their products. If you are happy with your industry super fund or other products you currently have you are not forced to switch out.
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.
Member of AFA
We belong to Australia's oldest and most active association of financial advisers. AFA Members are
- Accountable to the AFA Code of Conduct: Principles of Practice
- Hold professional qualifications
- Committed to continuous learning and development
- Dedicated to the financial wellbeing of their clients above all else
- Balance expert knowledge with professional application and care
The Katherine Susan Pagotto Testamentary Trust (ABN 96 645 224 877) [t/a Jireh Financial] is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523 This site is provided by The Katherine Susan Pagotto Testamentary Trust on an "as is" basis. The Katherine Susan Pagotto Testamentary Trust makes no representations or warranties of any kind express or implied, as to the operation of the site or the information, content, materials, or products included on this site. To the full extent permissible by applicable law, The Katherine Susan Pagotto Testamentary Trust disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. 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