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About us

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Good advice can change your life

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 brand promise

We give you Clarity

Super, investing and retirement planning can be complex. You know where you are now financially, and where you want to be when you retire. We know how to get you there. We work together with you to set clear goals, explain your options and help you plan the strategies that will guide your financial future. Above all, we treat you with respect, in an open and honest professional relationship.

We provide Quality

The advice we offer isn’t just our opinion, it’s based on a considered and thoughtful approach and is tailored to your personal objectives. We have extensive research to draw upon which, coupled with a structured and consistent method, makes it easy for you to understand our recommendations and make informed decisions. We build long-term relationships, and the advice we give you evolves as your circumstances change: quality advice that’s always in your best interests.

You will gain Confidence

We’re part of the Perpetual Group, so we have the backing of a major worldwide financial institution, whose investment specialists manage funds of over $18 billion. Confidence also comes from trust, and our clients know they can discuss any financial matter with us and trust our advice. Why? Because our team of highly-trained and competent advisors have their best interests at heart. With a tailored plan in place you’ll start seeing results and your own confidence will build. After a lifetime of hard work, your expectations of the retirement you want could become a reality.

Meet your advisers

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.

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Learn more about our services

We can help you plan all aspects of your financial future and retirement planning, including: 

  • super and transition to retirement 
  • investing in the share market 
  • tax-effective strategies 
  • maximising your age pension entitlements 
  • trusts, inheritances and estate planning 

Have a closer look at what we do.

Gain further insight

Educational seminars

 

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.

 

Register now 

You can register online right now or call us on 1800 40 26 10

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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.  

Listen to past radio segments

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Contact us today

It’s never too early to get advice. Contact us today to find out how we can increase your prosperity in retirement. 

Get in touch