Investment Advice

Investment Advice

As an Authorised Financial Adviser and CERTIFIED FINANCIAL PLANNERCM professional 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 professional 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. 

Initial Advice

Plan Options

  • Specific Goal or General Investing - $500 to $750 (incl GST)

    This provides a responsible investment recommendation, based on an understanding of your investment purpose, timeframe, tolerance for risk, and responsible investment preferences.

  • Retirement Planning - $1,500 to $2,500 (incl GST)

    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

  • Six-monthly investment reports

    These reports provide comprehensive updates on your portfolio value, returns, holdings and transactions.

  • Annual offer of plan review

    Reviewing your plan on an annual basis is important as it provides the opportunity to see if it is still on track and meets your needs, which are likely to change over time.

  • Available at other times as required

    You are able to contact Jonathan at any time if your circumstances change to review your plan, you wish to make or alter transactions, or if you have any questions about your investments.

Contact Us

Responsible Investments

See the inclusions and exclusions in some of our options, how our advice process works and what it costs.

Retirement Planning

Read about our retirement planning process.