We are a team of professional financial advisers that specialise in optimising super and retirement outcomes. Backed by the Perpetual Group, we’re dedicated to improving our clients’ financial confidence and prosperity.
We adopt a warm and engaging but disciplined approach to meeting clients' financial needs and objectives. Jacaranda Financial Planning is passionate about sharing information, working together and making a difference.
We do this by providing: Clarity, Quality and Confidence.
Our advisers are professional experts in their field. They know how complex retirement planning can be, and whatever your level of financial knowledge, they’re adept at explaining this complexity in straightforward terms.
With Jacaranda Financial Planning you’ll have direct access to your adviser whenever you need it, and you can be confident that they can draw on the resources of a global organisation whenever they need it.
Take a minute to meet the team.
We can help you plan all aspects of your financial future and retirement planning, including:
Have a closer look at what we do.
We’re well known for providing educational seminars in Sydney, Melbourne and Brisbane to anyone with an interest in their financial future. More than 12,000 people have benefited from these over the last 15 years.
In an hour at one of our seminars, our expert advisers can provide general advice and information on strategies to meet your objectives, making your super work for you and tips and traps of investment. After the presentation you’ll be invited to ask our advisers any questions you may have.
You can register online right now or call us on 1800 40 26 10
Heard us on the radio?
If you listen to talkback radio on 2GB, 3AW or 4BC you might have already heard one of our senior advisers. People simply call in and ask questions and we broadcast clear and understandable general advice.
If you’re not sure whether financial advice is for you, tune in to one of these stations. You’ll soon get a sense of what we can offer and how we can help you. We’ve partnered with 2GB, 3AW and 4BC for over 7 years, providing topical general advice and information on financial issues that matters to you.