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Crispin & Jeffery
CRISPIN & JEFFERY FINANCIAL SERVICES
Crispin & Jeffery are more than just an accounting firm, and we take this opportunity to reacquaint you with the financial planning division of the firm, C&J Financial Services.
 
C&J Financial Services supports our clients to achieve personal and business goals by offering a fully integrated advisory service, including Wealth Management, Superannuation and Insurance, all from one place, in a complete and seamless way.
 
To offer this complement of services, Crispin & Jeffery has formed a strategic partnership with a Prime, a specialist wealth management firm (Primestock Securities Ltd AFSL No. 239180). 

This partnership means C&J Financial Services is able to support and guide our clients towards a truly successful financial future.
 
To learn more about C&J Financial Services, click HERE.
 
We'd also like to introduce the advisory team at C&J Financial Services, Brent Quinn and Ben Travers

                           
 
LEARN MORE: ADVISORY TEAM
 
Brent is a senior member of Prime's Leadership Team, and is an experienced adviser with strong investment management skills.
 
Ben has over 14 years experience advising clients on a range of specialist wealth matters and has strong technical advisory skills.
 
With Brent, Ben and the rest of the Prime team on our side, we are able to offer a complete wealth management advisory service, including the following areas of service and advice:
 
Investment Advice
Comprehensive and strategic investment advice looking at the different investment options available to help grow wealth and to maximise on immediate and retirement goals.
 
Video: What is Investment Advice?
 
Superannuation Advice
Advice and strategy on all areas of superannuation to best position for financial future success, including Self-Managed Superannuation
 
Video: Superannuation Advice - What are the benefits?
 
Asset Protection
Strategic and structural advice to allow greater control over personal, family or business assets.
 
VideoWhat is Asset Protection?
 
Life Insurance
Appropriate and practical advice on planning for personal, family and business protection against unexpected situations and circumstances.
 
VideoWhat the are different types of cover?
 
To Learn More about financial and retirement planning, please watch a short 3 minute on What is Financial & Retirement Planning? created by Prime.
 
Brent, Ben and the team at Crispin & Jeffery are very happy to help with any questions related to your wealth matters.
START PLANNING FOR YOUR FINANCIAL FUTURE!
If you would like to start planning for your financial future, please CALL US on 02 9908 4744 or EMAIL US: staff@cjeffery.com.au

We are offering a COMPLIMENTARY MEETING with our financial advisers to discuss your INVESTMENT | SUPERANNUATION | RETIREMENT PLANNING goals.

To book your COMPLIMENTARY meeting, please CLICK on the button below:
COMPLIMENTARY MEETING WITH ADVISER
We hope you enjoy our newsletter. If you have anything specific you'd like to hear about, please send us your feedback!

From all of us at Crispin & Jeffery!
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Disclaimer:

This information does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider whether it is appropriate to your situation. It is recommended that you obtain financial, legal and taxation advice before making any financial investment decision. 

C&J Financial Services is a Corporate Authorised Representative (No. 323991) of Primestock Securities Ltd AFSL No. 239180, and we have integrated Prime's wealth management advisory model into our business to offer our clients a 'total financial experience' across Accounting & Tax | Wealth Management & Asset Protection.

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Copyright © 2016 Crispin & Jeffery, All rights reserved.


Crispin & Jeffery Financial Services Pty Ltd are Corporate Authorised Representatives (No. 323911) of   Primestock Securities Ltd AFSL No. 239180.  
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