We have access to qualified financial planners can look at your families overall financial position and provide a statement of advice to help your family to build wealth for your future.
All Services
Need Help ?
- 60 Rampart Drive, Russell Island QLD 4184
- (+61) 427 384969
- julie@jpatax.com.au
Book an appointment
Financial Advice Services
- Preparation of a statement of advice
- Share Trading and Advice
- Managed Investment Funds
- Self-Managed Superfund set up and Advice
- Industry Superannuation
- Savings for children’s Education
- Retirement strategies
- Pension strategies and implementation
Why JPATAX?
- Professional pride in delivering the very best job possible.
- Unfaltering commitment to providing the very best service to each and every client.
- Fostering trust, honesty and respect with everyone we work with.
- Meeting client’s expectations isn’t enough: exceeding expectations is always the goal.
- Maximising your tax deductions within the law.
- Giving you the time to spend quality time with your family.
- Providing you with a “One Stop Shop” for all of your financial needs.