As professional financial planners, JV Partners can help you with your financial needs by offering solutions and on-going advice for each stage of your life. We analyse your current situation, discuss your objectives and come up with a plan, a financial blueprint, to help you achieve your goals. Moreover we can provide on-going service and advice to help you stay on track.

Every one of our clients is unique and there is a vast array of investment products and strategies available. Therefore, to achieve their individual goals, we tailor a holistic personalised financial plan for every client. This provides our clients with opportunities that they may not have previously considered.

Retirement Planning
Detailed retirement planning is essential if we are to have the comfortable retirement we all dream of. JV Partners can deliver strategies to accelerate the accumulation of retirement assets by selecting appropriate products and strategies. We can also ensure that your retirement income is maximised by taking advantage of the concessions under taxation and social security laws.

Superannuation
For many people confusion about myriad rule changes and dense jargon is a barrier to being more pro-active with their superannuation. Don’t let this happen to you. Superannuation is the most tax advantaged investment vehicle in the country. As specialists in this area we can help you get the most out of your super.

Investment
While everyone’s goals are different, they all rely on short, medium and long term investment strategies to make them a reality. We can provide you with genuine opportunities to invest for real growth in net worth, through a range of carefully researched and selected savings and managed investment products.

Wealth creation
Many people think that financial planning is only about investing lump sums of money. But how are those lump sums created in the first place? Hand in hand with our investment services, we can offer you opportunities for wealth creation. Using various strategies we can help build wealth during the vital accumulation stage of life.

Retrenchment & Redundancy
It is important that financial advice is sought prior to receiving any retrenchment or redundancy benefits. We can assist you in dealing with the variety of payments that you will receive as well as helping you work through the taxation issues.

Social Security/Centrelink Considerations
Using our knowledge of the social security legislation can help you maximise any social security benefits to which you may be entitled.
There are various strategies available that can help boost your social security, access the many ancilliary benefits and make your existing investments last longer.

Salary Packaging
We are accredited to advise on salary packaging. Paying for certain things out of pre-tax income can boost your take home pay. But there are traps and pitfalls. We can help you make the right choices.

Quality Advice
Any advice in securities and certain other investment advice is provided by us in our capacity as authorised representatives of Financial Wisdom. The quality of advice and the range of services we offer require the backing and buying power of a national organisation that links a vast network of advisers. Financial Wisdom is the support network we partner with to provide those resources.

The support and resources they offer us include:

•  Sophisticated planning tools to help develop more effective solutions for you
•  Access to current research that can identify new opportunities
•  Educational and professional development resources that support the quality
  of our advice.

Financial Wisdom Limited is part of the Commonwealth Bank Group, and has been a respected name in financial planning for over fifteen years. It has earned an enviable reputation for quality advisory services, based on a high calibre of specialist knowledge. Financial Wisdom is also a principal member of the Financial Planning Association of Australia (FPA).

The JV Financial Group aims to be your financial cornerstone as you build a safe, secure and prosperous future for yourself and your family. To build that future you will need a plan. Having JV Partners as your financial architect and project manager is a sound investment in your future.