Deborah Jones and Associates

 

“Helping realise your financial goals”

PO Box 417

ELANORA QLD 4221

Ph: (07) 5522 6581

 Fax (07) 5522 6732

Email: djones@djones-pty.com

 

 

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an online enquiry or make an appointment

 

Our Services Include

 

Personal Risk Insurance

Protecting your family and assets

·            Life Insurance

·            Total and Permanent Disability

·            Income Protection

·            Child Trauma Cover

·            Trauma and Critical Illness Protection

Business Risk Insurance

Protect the assets you've worked hard to build

·          Key Person

·          Life Insurance - Business Debt Cancellation

·          Buy and Sell Agreements

Fee For Service Structure Choice

 

 

Retirement and Investment Planning

·          Personal Budgeting

·          Investment Structures and Investing Outside Superannuation

·          Gearing - Negative, Positive and Neutral

·          Savings Plans for Children

·          Education Funding

 

Personal Superannuation

·          Superannuation and their Investment Strategies

·          Funding Strategies for Retirement

·          Transition to Retirement

·          Retirement Income Streams

·          Centrelink Benefit Advice

·          Binding and Non-Binding Nomination

 

PRIVACY | DISCLAIMER | CLIENT TESTIMOIALS

 

 

Deborah Jones & Associates Pty Ltd (ABN 61 062 924 010) are Corporate Authorised Representatives of Financial Services Partners ABN 15 089 512 587 AFSL 237590.

Copyright © 2005, Deborah Jones Pty Ltd. All rights reserved.