About Me

Hi I’m Jonathan Schafer, I have been a financial adviser for over 14 years and am a Certified Financial Planner (CFP) ®.
In today's dynamic financial landscape, navigating through the noise can be difficult. Change is constant, financial market conditions shift, legislation evolves and it can be hard to stay up to date with opportunities as they arise.
I empower my clients to make informed financial decisions, avoid financial traps and provide a roadmap to assist them
navigate the complexities of their finances. I can assist with a range of solutions including:
• Financial modelling & projections
• Retirement planning & income streams
• Superannuation including Self Managed Superannuation
• Wealth creation & Investment
• Wealth Protection & Personal Insurances
• Cashflow and budgeting
• Tax effective structuring of assets and investments
• Social Security & Centrelink

If you would like to take control of your finances I would be happy to discuss your situation and needs in detail.