As an Authorised Financial Adviser and Certified Financial Planner (CFPCM) Jonathan Neal can make a
positive difference to your financial future.
Depending on the nature of your required advice, he will help you have a better understanding of your financial situation,
develop a strategy and give you guidance relating to your specific needs. This may be investing a lump sum responsibly for a
specific purpose (eg funding your children’s education), or for general investing. Alternatively, you may need more in-depth
planning to help you have enough money to live comfortably in your retirement.
It’s all about helping you set your goals and devising a plan to give you the confidence that your financial future is secure.
As a Certified Financial PlannerCM Jonathan can give you the peace of mind and security that comes with being prepared for the future.
Being Certified by the Responsible Investment Association of Australasia (RIAA) since 2009 means that Jonathan has been assessed
by RIAA for his expert abilities to offer responsible and ethical advice. You can therefore be confident that he will assist you to
align your investments with your values and make a positive difference in the world.
Specific Goal or General Investing
This provides a responsible investment recommendation, based on an understanding of your investment purpose, timeframe, tolerance
for risk, and responsible investment preferences.
This provides retirement planning recommendations based on an in-depth understanding of your financial situation, retirement income needs and
resources, tolerance for risk, and responsible investment preferences. The plan makes specific recommendations to help you have enough
money to live comfortably in your retirement.
Both plans include investment projections showing expected values and will show the effect of contributions and
withdrawal of funds.
Ongoing Monitoring & Advice