Financial Planners Menai
Found 10 Financial Planning Services & Financial Advisor providers in Menai, NSW - Updated: 5th August, 2025
Phone: 1300 811 028 | Shop 3 Level 1 Menai Marketplace Menai NSW 2234, Menai, NSW
Jigsaw Financial Planning prides itself on helping people of all ages and from all walks of life secure their financial future. Based in Menai and Sydney CBD, we are your first choice when it comes to planning your financial future
Wholly owned by its founders, Jigsaw Financial Planning, based in the Sutherland Shire and Sydney CBD has no links or ties to any financial institution. This freedom from bias provides our clients with the greatest potential for financial success.
Our core values are empathy, trust, integrity and professionalism. We know that we need to understand our clients and we appreciate the trust clients place in our firm. We must never compromise on acting for our clients and we must uphold the highest professional standards at all times.
Your financial success & financial security and our business success are absolutely linked through every day of our ongoing relationship.
Our clients are people who understand that money is a resource that needs to be used wisely. It is not something to be obsessed with or excited about, it is not to be gambled with or taken lightly. Our clients look to Jigsaw Financial Planning for prudent advice on money matters.
Your Jigsaw Financial Planning Advisers are CFP Qualified and accredited specialists with the Self Managed Super Funds Professionals Association and hold Masters Qualifications in Financial Planning.
The Jigsaw Financial Planning team based in Menai and Sydney CBD team can assist in all facets of your financial affairs including:
• Insurance
• Risk Management
• Retirement Planning
• SMSF
• Buy Sell Agreements
• Investment Management
• Superannuation
• Estate Planning
• Estate Administration and Management
• Tax Planning
• Portfolio administration and compliance
Jigsaw Financial Planning is an Authorised Representative Number 402628 and Credit Representative Number 403200 of FYG Planners Pty Ltd AFSL/ACL 224543
Phone: (02) 8080 8270 | p.o.box 29, Menai, NSW
Elite Wealth Creators have been involved in the property and finance industry for over 20 years. They specialise in delivering quality positive cash flow property and also helping investors pay off their mortgage years in advance Their Investment
Financial Planners Menai Financial Planner Menai
Phone: (02) 9113 5999 | PO Box 235, Sutherland, NSW
HelpMySuper provides a free search to find and consolidate your Super. We do all the hard work from finding lost Super to recommending the best superannuation consolidation plan to keep your Super safe!
Sutherland Financial PlannersFinance Sutherland Superannuation Sutherland Financial Sutherland Financial Planner Sutherland Help SutherlandPhone: (02) 9542 2904 | Endeavour House, Suite 204, 3-5 Stapleton Avenue, Sutherland, NSW
Lucy McKillop & Associates has 30 years experience in providing financial planning services and advice for members of the local community, particularly women. Insurance, super - whatever your financial objective or concern, we will provide a soluti
Sutherland Financial PlannersLife Insurance Sutherland Investment Sutherland Wills Sutherland Superannuation Sutherland Insurance SutherlandPhone: (02) 9501 1771 | Shop 4, 10-18 Robertson Street, Sutherland, NSW
Strive Wealth Solutions is a boutique personal advisory business. We assist clients to achieve financial fitness and financial independence via quality advice, strategy implementation and ongoing support and guidance. Helping you Create, Manage & Preserve your Personal Wealth #strivewealth #financialfitnessforlife #createmanagepreserve Sutherland
Welcome to Strive
Our philosophy is simple, strong and reliable. It's all about YOU!
We tailor solutions for your personal journey.
We can assist with all aspects of your financial life including:
• Mortgage broking services
• Personal Protection/Insurance strategies
• Superannuation
• Investment management
• Tax Planning
• Estate Planning
• Redundancy advice
• Remuneration packaging strategies
• Wealth Creation & Wealth Preservation strategies
• Retirement Income Strategies
Each journey starts with the first step.
When you are ready to improve your financial fitness, take the first step and contact Strive Wealth Solutions to arrange an initial obligation free consultation.
Sutherland
Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.
Refer to our Website - www.strivewealth.com.au to see our:
* General Advice Warning
* Terms and Conditions
* Financial Services Guide
* Privacy Policy.
Financial Planner Menai Financial Planners Menai
Financial Planner Menai Financial Planners Menai
Financial Planner Menai Financial Planners Menai
Financial Planner Menai Financial Planners Menai
Financial Planner Bangor Financial Planners Bangor
Financial Planner Barden Ridge Financial Planners Barden Ridge
Financial Planner Woronora Heights Financial Planners Woronora Heights
Financial Planner Lugarno Financial Planners Lugarno
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Sutherland Financial Planners Sutherland
Financial Planner Loftus Financial Planners Loftus
Financial Planner Loftus Financial Planners Loftus
What can a financial planner offer?
A financial planner can help you to define and make a plan to achieve your financial goals based on your circumstances.
Are financial advisers licensed?
Yes, to be able to offer advice a financial adviser or planner must be registered on the financial advisers register which spells out what services and advice they are licensed to provide.