John Alam & Partners Financial Advisers
53 Station Street, Engadine, New South Wales 2233
About the Business
Welcome to John Alam & Partners Financial Advisers, located in the heart of Engadine, Australia. As a trusted institution in the fields of accounting, finance, and insurance, we are committed to helping our clients achieve financial freedom.
At John Alam & Partners Financial Advisers, we understand that each client has unique financial needs. That's why we take a holistic approach, covering every aspect of your financial journey through our strategic partnerships. Our goal is to provide you with direction, assist you in meeting your financial goals, and ultimately help you achieve the freedom you deserve.
We offer tailored strategies for every stage of your life, encompassing cashflow management, budgeting, investments, superannuation, and insurance. By combining these elements, we provide you with comprehensive and holistic advice that caters to your specific needs.
Superannuation can be a complex topic, but we are here to guide you through it. Our experts will help you determine whether this is the appropriate vehicle for your financial goals. We will also provide advice on investment strategies and cashflow management within your superannuation fund.
As you and your family navigate the complexities of residential aged care, we are here to simplify the process for you. Our team will help you understand the various strategies to fund accommodation payments, minimize costs, and maximize benefits.
John Alam & Partners Financial Advisers operates under JG & J.M Pty Ltd and is a trusted corporate authorized representative. Our address at 53 Station Street, Engadine, NSW, 2233, is where you can find our dedicated team of professionals.
We are proud to be affiliated with Count Financial Limited, an Australian Financial Services Licensee (AFSL). With their support, we can provide you with the highest quality financial advice and services. Count Financial Limited operates at Level 8, 1 Chifley Square, Sydney, NSW, 2000.
Please note that the advice provided on our website is general in nature. We have not taken into account your specific investment objectives, financial situation, or particular needs. Before making any investment decisions based on our advice, we encourage you to consider how appropriate it is to your individual circumstances. It is also important to review the relevant Product Disclosure Statement before making any decisions related to financial products.
At John Alam & Partners Financial Advisers, we are dedicated to partnering with you on your financial journey. Contact us today to start your path towards financial freedom.
Photos
Contacts
53 Station Street, Engadine, New South Wales 2233, Australia
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Several years ago a friend recommended John Alam and Partners to me when I mentioned how confusing I found financial planning and needed help. I won't hesitate recommending them to you. Jerome has helped me understand the value of making a plan and then trusting the process. He's informed, offers options and is always looking out for my best interests. If you're looking for expert advice backed by experience and driven by excellent standards, make an appointment."
"I cannot speak highly enough of Jerome Alam of John Alam & partners. I have been using his services for several years. He arranged a portfolio for us, listening to our needs and arranging the best way forward for financial success. He is constantly reviewing and finding the best way to maximise investments, whether that means changing policies or funds or even arranging bank accounts to handle spending to stay on track to reach financial success, he is an outstanding financial planner. He had highly recommended that we get a trauma insurance policy, something I would not have even thought of. After a cancer diagnosis in 2021 I was able to claim this, should he not have suggested this we would have not been able to carry on financially as we were before, it paid for everything. All my medical bills were covered. I had the best treatment possible without being ruined financially. And to top it off, I held a fundraiser for my cancer and he donated a massive amount. I couldn’t recommend enough a more diligent, professional and personable financial planner."
"I have no hesitation in recommending John Alam and Partners Jerome is fantastic. I am extremely happy with his professional service and advice. Jerome is always readily available to answer any questions and quickly responds to phone calls or emails. Ongoing communications and quality of service is superb. I can thoroughly recommend John Alam and Partners."
"Thoroughly recommend John Alam & Partners! I have been with Jerome for over six years and cannot fault him or his staff. Jerome is dedicated, honest and an expert in his field. He has guided me through the scary world of finance and I am now enjoying my retirement! His advice is realistic and honest and has enabled me to feel safe and confident. Nothing is a problem. Very happy!"
"I have been a client of John Alam & Partners since 2015 and have appreciated the financial knowledge and expertise during some difficult changes in my life. This expertise has allowed me to retire comfortably and feel secure in my financial plan. Highly recommend and thank you to Jerome and the team."
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