SERVICES
J.K. Kerkham Financial provides a personalised advice service for your superannuation, investment and insurance needs. This personal approach ensures the advice given and the strategies recommended to you are tailored to your specific needs. It is delivered in a way that will allow you to better understand your options and make good financial decisions.
Superannuation
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Superannuation will most likely represent a large portion of your wealth when you reach retirement. It is important to ensure you make the most of this asset as it will improve your retirement income. Take advantage of the generous tax concessions available to you. However it can be hard to understand your options because superannuation uses a lot of jargon.
J.K. Kerkham Financial will review your
superannuation and ensure it is structured to your needs. We will explain it in plain english so you better understand. Find out more about Superannuation
Investments
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Investments can come in all shapes and forms. It is important to ensure you have a process to follow when making investment decisions. When considering investments you will need to have good quality research and understand the risks involved. Diversification is important when considering a long term portfolio.
J.K. Kerkham Financial will review and consider investment options for our clients. We focus on proven investment strategies and have access to high quality investment research. Find out more about Investments
Insurance
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Insurance can be an effective way to manage the risks we face day-to-day. The ability to protect your income, your family home, your children, your business and your retirement plans are very important and insurance can be used a risk management strategy. How you own/structure your insurances can also make it cost effective too.
J.K. Kerkham Financial will review and consider your insurance as part of your finanical plan. We have access to many insurance companies and can compare the types of insurances and its cost to ensure your cover is competitive. Find out more about Insurance