Mon - Fri: 8.30am – 5pm
Weekends Closed
314 Severin Street, Parramatta Park QLD 4870

JGM FINANCIAL PLANNING
CAIRNS INVESTMENT ADVISORS

Cairns investment advisors JGM Financial Planning provide professional advice on share investing and managed funds. A qualified Professional Practice of the Financial Planning Association of Queensland, we work with you to understand your goals and create a pathway to success. We’re your partners in wealth creation and bring extensive experience to your table. For more information or to arrange an appointment, contact us today on 07 4051 5310 or email cyndy@jgmplanning.com.au

SHARE INVESTING

Share investing is a great way for some people to help prepare for a secure financial future. It’s not for everyone; we provide advice relevant to your needs.

07 4051 5310

MANAGED FUND EXPERTISE

Grow your wealth by investing in managed funds. We’re experienced across a range of different asset classes including shares, fixed interest and more.

07 4051 5310

START PLANNING TODAY

JGM Financial Planning provide advice suited to your goals. We’re not aligned with any financial institutions. You can be assured we’re acting for you, at all times.

07 4051 5310

WE’VE GOT YOUR BACK, LET’S TALK MONEY

We’re focused on the future, yours and ours. We partner with you to achieve long term success and a better work-life balance for everyone. Because we believe in working smarter, not harder.

CAIRNS SHARE
INVESTING ADVICE

Cairns share investing advice from an experienced financial planner is what JGM offers their customers. Why seek help? Experience matters and advice from an experienced Cairns investment advisor, will help you make the most of your money, avoiding expensive mistakes.

While anyone can buy stocks and shares, the key is knowing which companies to choose and when is the right time to buy and sell. Past performance is not always an indicator of future success. Mistakes are easily made.

Our Cairns investment advisor can develop and help manage your direct equity investments, as part of your personal portfolio holdings or super fund; with full visibility of transactions and results.

We will assess your individual situation and long term financial goals, formulating a pathway to success, which may or may not include share investing.

MANAGED FUND
INVESTMENTS & ADVICE

JGM delivers professional Cairns managed fund advice, to a diverse portfolio of clients. With access to a wide range of managed funds across different asset classes, including fixed interest, property and cash, we will tailor a plan to suit your needs.

We have the experience and industry knowledge to select which (if any) managed investments might be right for you. We have the tools to monitor their performance, keeping you informed every step of the way.

With literally thousands of managed investment funds and schemes to choose from, navigating the minefield of fees vs. performance and risk vs. reward is fraught with danger. JGM is an independent financial planner, not aligned with any corporate or institution. Our advice is suited to your needs, resources and goals.

Contact Cyndy today on 07 4051 5310 or cyndy@jgmplanning.com.au

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