Jackson Dongray CFP®
About Me
I am a Financial Adviser with over 10 years' experience, dedicated to helping clients achieve their goals and objectives. Whether you're a young wealth accumulator, business owner, pre-retiree or retiree, I provide comprehensive advice tailored to your needs.
My expertise covers superannuation, investment advice, retirement planning, social security (Centrelink), managing an inheritance, estate planning, aged care and personal insurance for risk management.
I believe in simplifying complex financial matters, ensuring you have a clear understanding of your options. Through transparent and collaborative relationships, we'll develop a strategic roadmap together.
Outside of work, I enjoy spending time with my family and friends, as well as playing football (soccer!).
If you're ready to take control of your financial future, let's connect. I look forward to being your trusted partner in achieving financial success.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 10 Years
-
Licensed By Personal Financial Services Ltd