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Deborah Jones is proudly authorised by:

Level 39

264-278 George Street

Sydney NSW 2000

Ph: 02 9253 8687

"Savers who use a financial planner are likely to save 60% more than those who do not seek advice, a survey commissioned by an industry lobby group has found. As the quality of financial advice and planner remuneration come under intense scrutiny from the regulators and two government-backed reviews, a report from KPMG and the Investment and Financial Services Association (IFSA) found that in the 12 months ended June 30, 2008, investors who took advice from a planner saved on average $2,650 more than those who acted independently."

Financial Planning

 

 

Specialist areas include:                                                      

  • Financial Planning Services

  • Investments and Mutual Funds

  • Retirement Planning

  • Business and Personal Insurances

  • Home and Investment Loans (Referral Source)

  • Wealth Creation Packages

  • Financial Safety Net For Teachers

 

 Choosing an advisor

We understand that choosing a financial planner can be a daunting task, but it doesn't have to be.

Deborah Jones and Associates looks towards working with you on a long term basis, to assist you in all the different and sometimes challenging areas of your financial life. What ever stage your family is at we can assist with developing strategies to help you manage your financial matters now and into the future.

Make your enquiry,
online, NOW ...

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The information/advice provided in this Website is General Advice Only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

Any information relating to Taxation or Estate Planning is Incidental General Advice and a Taxation Specialist and Lawyer should be consulted in consultation with Deborah Jones to develop strategic Taxation and Estate Planning Advice.

 
 

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