Financial Advice

Financial Planning

Jenworth Advisory and Superannuation was incorporated with over 25 years of experience in the Legal , Banking , Finance , Property and Financial Planning sectors to provide a more modern approach to Financial Planning and Superannuation. Our experience in these sectors has helped us develop a cutting edge approach and strategies to meet what today’s investors seek themselves.

Jenworth Advisory and Superannuation’s aim is to help you create, manage and protect your wealth. We take a more modern day approach in educating our clients so that they invest in strategies and products that they both believe in, and understand.

Our advisors work with you to carefully and thoughtfully analyse your current circumstances, assess and develop goals and objectives and develop and implement strategies to assist you to achieve the outcomes that you desire.

We can assist with full financial and life planning or if you prefer we can target specific and limited aspects of your finances such as superannuation or risk management.

We offer you advice and solutions that are focused on you and your circumstances not solutions that work for some remote head-office or parent company.

At Jenworth you get a more modern day approach to quality financial advice that counts!

Retirement Planning

Jenworth Advisory and Superannuation consider planning for your retirement as one of the most important aspects of financial planning. Our advice can assist to ensure that your assets, capital and income streams outlive you.

We can help you develop a strategy based around the lifestyle that you seek in retirement, providing practical advice that can help reduce the impact of inflation, generate competitive tax-effective returns and create an appropriate income stream in your retirement.

Superannuation

Central to your financial future is your superannuation. Everyone has some. Some don’t even know how they have? It’s your money after all; and for many, superannuation is likely to be the primary source of income and therefore primary determinant of lifestyle in retirement. We believe that everyone needs to access and address their super before it is all too late at retirement. At Jenworth we believe that you should take control of your superannuation now and not let your superannuation (and faceless, nameless fund managers) take control of you. Through carefully selection of fund managers and/or the use of private or Self-managed Superannuation Funds SMSF where appropriate, we can help you get the most out of your superannuation in a tax-effective way as you plan for retirement. It is never too early to access and address your Superannuation, so call us on 1300 800 721 for a free consultation.

Taxation Management

Effectively managing taxation issues is a critical component of your financial well-being. In consultation with DBA Advisory Accountants, we can assist you to ensure that you pay only what tax you must and that your affairs, assets and income streams are structured in the most tax-effective manner.

Debt Management

Effective debt management and appropriate use of debt is essential to any good financial or life plan. Jenworth Advisory and Superannuation can help you manage your debt-to-equity position by effectively managing and monitoring cash-flow to take advantage of the time-value of your money to accelerate your wealth creation.

Financial Services Guide

Download Guide

Purchasing an investment property through a SMSF offers great reward. Discover the benefits by simply completing the form to download our FREE eBook.

Inside You Will Learn about the benefits, including:

  1. How to pay zero capital gains and income tax on an investment property in your SMSF
  2. Direct control over your super investments
  3. Diversification of your investments

This eBook also explains the requirements of purchasing an investment property within a SMSF.

  • If purchasing an investment property in your SMSF is the right decision for you
  • Requirements to setup a SMSF
  • Requirements to manage a SMSF

Download your FREE eBook NOW

Jenworth Advisory and Superannuation Pty Ltd ABN 28 169 963 482 is a Corporate Authorised Representative No: 461510 of Australia National Investment Group Pty Ltd AFSL 522028

Please remember that investing in financial products and services involves risk. The material provided herein is for general information purposes only and does not take into account your personal financial circumstances or needs. Please ensure you obtain and read the relevant Financial Services Guides / and/or Product Disclosure Statements prior to transacting in the products or markets referred to herein