Jason Dawson Financial Planning

I personally have 18 years experience in the banking and financial planning industry, looking after retirement and investment funds has been a passion and at Jason Dawson Financial Planning (JDFP) our aim is to develop the best financial solutions to match your particular circumstances.

We work with you to understand your financial and lifestyle goals so we can offer tailored financial advice and provide long term strategies. We can also assist you with the monitoring, reviewing and adjustment of those strategies over time to give you the best chance of meeting your goals.

The range of financial needs our advisors consider to provide a tailored solution include:

Growing your Investments: Investment strategies to suit your long term objectives, with recommendations appropriate to your financial situation, investment time frame and attitude to investment risk.

Protecting your wealth: Involves using insurance to protect your financial security against events beyond your control.

Managing debt: Involves making the most of debt to build wealth.

Super and retirement planning: Considers various superannuation savings strategies, suited to your financial position and retirement goals.

Developing tax effective strategies: Considers strategies suited to your personal situation, to build wealth in a tax effective manner.

Estate Planning: Involves creating security for your beneficiaries to ensure all assets are transferred in the most effective and efficient manner.