Jim Pickersgill & Associates
Jim Pickersgill & Associates
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    • Services
      • NDIS
      • Tax Tips
      • Accounting Services
      • Centrelink Services
      • Share + ETF Trading
      • Testimonials
    • Financial Planning GWM
      • About GWM
      • GWM Services
      • GWM Team
      • GWM Case Studies
      • Q&A with Jim
      • Financial Planning Day
      • Federal Budget 2020
    • Our Team
    • JPA News
    • Contact Us

  • Home
  • Our Team
  • JPA News
  • Contact Us

Finance Planning Services

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Investments

We provide quality, personalised and understandable advice and strategies on all your investment matters.


Such investments might include cash, term deposits, bonds, managed funds, direct shares and property.

We operate on a fee for service basis so no nasty ongoing fees you aren’t aware of. We provide you with a very open and transparent service. 


We also have an ever-expanding approved product list of investments so we are not bound to push certain products. Our strongly researched and approved list even includes industry super funds.  It’s all about what’s best for you.


Superannuation

Including account based pensions and 'Transition to Retirement' advice.

 

Self managed super fund

A high level engaged process and no, we DON’T outsource our work overseas. All your accounting work is conducted by our team in Leongatha. All of our SMSFs are independently audited by ASIC approved auditor, Michele Beattie of JCMB Consulting Pty Ltd, who is based in Inverloch.


Shares and Exchange Traded Fund services

Shares and Exchange Traded Funds (ETFs) can form an important part of a diversified investment

portfolio. Learn more about the services we offer here.


Wealth protection and insurances

Protecting you and your loved ones in times of crisis.


Estate planning, philanthropy and succession planning

We can assist you in effective planning for such matters.  This can provide significant peace of mind during your retirement years.


Centrelink

We offer assistance and personal consultations regarding Centrelink matters to help you through any questions or issues that you might have. You can even authorise us to act on your behalf. 

Learn more about the Centrelink services we offer here.


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