Our financial advice enables you to regularly review and adjust your financial plan. This means you’ll be able to stay on track in achieving your short and long term goals.
We will be your accountability partners, your expert advisors and your ongoing supporters in building a life that excites and inspires you.
After everything you’ve been through, you deserve it.
If you engage Jurson Advisory on an ongoing basis, we’ll be your thinking partners. Your accountability partners. Your financial sounding board. And your future strategists.
Together we will help you:
Our ongoing services will be tailored to your specific needs and a proposed scope of work will be sent to you after your Discovery Call. As every situation is different, there can be a big range in requirements and therefore fees.
We will help manage your cash flow, budgeting, tax, superannuation, debt, capital, insurance and asset protection. We can also assist with retirement planning as well as estate and legacy planning.
Your specific requirements may include:
We’ll assess how you’re tracking and readjust our strategy to keep you focused and motivated. You’ll receive a fully customised report that outlines our advice.
Through our monthly check-ins, we will celebrate your successes and steer you back if you start to swerve off course.
The Jurson Advisory team will be on hand to offer advice and support when you need it.
By exploring your competing goals and the possible trade-offs, we’ll discover creative solutions you might not have considered before.
Ongoing support is ideal for anyone who values the peace of mind, security and possibilities that come with sound financial management.
If you’re committed to staying on track, open to advice and driven to enhance your financial safety, we’d love to work with you on an ongoing basis.
As you come to the end of working through the Renew post-divorce package you can chat to us about the benefits of ongoing support. If it’s been a little while since we worked together, please book a call with our founder, Aynsley Jurson
We catch-up for a more in-depth chat about what you’re hoping to achieve through your ongoing work with us.
Based on our knowledge of your financial journey, we can highlight potential strategies we could use moving forward and provide examples of how these have benefitted our other clients.
$330 plus GST
We send you an engagement agreement which includes a detailed scope of work and cost as well as our notes regarding your proposed focus areas.
Once you sign the agreement and pay your first monthly fee, we get to work.
Face-to-face, phone or video consultation
Tailored to your specific needs
Starting at $680 plus GST per month for a minimum of 12 months
She has always been available for direct contact, has provided deep explanations and tireless support. If she feels a change in direction is appropriate, her research seems boundless to obtain the best outcome. Not only for financial requirements, but emotional comfort spiced with a bit of humour.
I wouldn’t hesitate to recommend Jurson Advisory.
Beth, Gold Coast
You don’t have to make financial decisions on your own. We’ll be right beside you, kicking stress to the kerb and making you smile.Get Started