Jason was fantastic in helping my parents with their retirement plans. He helped them see the bigger picture and really asked them the hard questions so they had a realist plan for retirement.I would not hesitate in recommending his services.
"We have known Jason for many years and are very happy with his advice and service. Jason has helped us increase our Age Pensions while reducing some of the costs of our retirement savings. We would be happy to recommend Jason to anyone wishing to improve their investment portfolio."
"Tim Bone has been helping us with strategic advice over a number of years. The advice has focused on us and how our needs can best be met in the future. He cares about what we are doing, is forthcoming with practical ideas and has really helped us focus on the things that matter to us."
"We were introduced to Tim approximately 15 years ago when we were seeking professional advice and guidance for our Self Managed Super Fund... In that initial meeting Tim established the basis for our long association by providing in a relaxed, professional but businesslike manner the clarity required for the direction of our SMSF... We have complete trust in his advice and guidance not only for us but our daughter who recently completed a review with Tim."
For us at Three Chairs Financial Services, Financial Planning is simply the process of finding out where you are currently placed financially, identifying goals and objectives that you wish to achieve, developing a strategy or path to follow to get there and then monitoring your progress along that path given the numerous external impacts that will occur in your life.