Our team focus is on working with you to achieve your lifestyle or financial goals. We develop flexible plans that are relevant and achievable reflections of your desires, whether you are aiming to retire comfortably, reduce your mortgage, invest for your children's future or a host of other needs.

Johns & Grosser aims to be your personal financial planners and help you reach your ultimate lifestyle goals.

As one of Australia's leading independently owned financial services firms, our knowledgeable team can offer financial advice that is tailored to your specific needs.

Peace of mind comes from knowing your invested money is safe with some of Australia's largest banks and Managed Investment Companies, with the added comfort of being a phone call away from your personal financial planner.

Johns & Grosser is your one stop professional services centre, also partnering with:

• tax advisers
• legal practitioners
• insurance providers
• mortgage lenders

We specialise in:

• personal and business financial planning
• debt control & consolidation
• cash flow management
• asset protection and tax management
• estate and lump-sum payout investment

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Retirement planning

From Centrelink asset & income tests, maximising Centrelink pension payments, retirement Income streams and allocated and complying pensions, we make sure that your lifestyle in your golden years will be comfortable and worry free.

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Self-Managed Superannuation Service

Offering Investment, Audit and Tax reporting to the Australian Tax Office, so that you are in total control of your superannuation and can make your investments realise their maximum potential.

Johns & Grosser offer a highly competitive professional fee structure based on a fee for service, and bill in the most tax-effective manner to make the most of your hard earned dollars.

The information you discuss with your financial planner is highly personal and confidential. It is therefore important to choose a planning firm you can feel comfortable with and trust, as well as know they are able to provide you with a personalised ongoing review service.

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Choosing a Financial Planner

The Financial Planning Association of Australia (FPA), the professional association governing the profession, recommend you use the following questions to help you decide which planner is right for you.

• Whom do you represent?
• Are you or your Principal firm a Principal and/or Practitioner Member of the FPA?
• What are your qualifications and professional designations?
• What services do you provide?
• What written advice do you provide?
• How are you paid for those services?
• Is your Principal firm owned by or related to an institution whose products and services you may recommend to me?
• What research is done by you to support any recommendations you might make?
• What ongoing services do you provide and what is the charge for them?
• What professional indemnity insurance is maintained?

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Find out if Johns & Grosser Is a 'Good Match' for you

We offer a free of charge, no obligation first interview with a financial consultant, so you can see how we operate and we can assess exactly what we can do to assist you.

We are confident our financial consultants will provide you with satisfactory answers to these questions and provide additional information if you wish.

To arrange a no obligation appointment please contact us.

Further information

Privacy Information (147kb)

Financial Definitions (163kb)

Disclaimer (142 kb)

Financial Planning Association
http://www.fpa.asn.au

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