Jigsaw Private Wealth
7 Glass Street, Essendon, Victoria 3040
About the Business
Welcome to Jigsaw Private Wealth, a reputable establishment located in Essendon, Glass Street, 7. As a finance institution, we are dedicated to providing holistic and individually tailored advice to our clients, with the goal of improving their personal lives. Our team specializes in appropriately positioning and protecting our clients' assets, planning for their future, and helping them achieve their goals.
At Jigsaw Private Wealth, we strongly believe that trust is the foundation of any successful relationship. We are committed to building a strong rapport with our clients by understanding their goals and providing the guidance they need to achieve them. Our advisors bring years of experience and a unique perspective to financial planning, ensuring that we can find the best solutions to every financial question.
We understand that privacy is of the utmost importance when it comes to financial matters. We have implemented advanced technology, systems, and processes to ensure that your information remains secure and private. You can trust us to handle your financial needs with utmost confidentiality.
Pre and Post Retirement planning is a crucial part of your overall Financial Planning, and we are here to help take the guesswork out of it. Our team will assist you in developing strategies to manage your financial affairs and meet your life goals. We also offer advice on the best Personal and Business Insurance to suit your needs, as well as tailor wealth creation strategies to each client's individual requirements.
Additionally, we can help you grow your Superannuation balance, ensuring that you have the best retirement outcome. We are also here to ensure that your assets are distributed exactly as you wish, and we can provide assistance and advice on strategies to maximize your retirement benefits and entitlements.
But don't just take our word for it. Our satisfied clients have shared their positive experiences with us. One client mentioned how our proactive and astute financial advice resulted in financial security for their retirement. Another praised our professionalism, knowledge, and ability to explain complex superannuation products. These testimonials are a testament to the quality of our services.
However, it's important to be cautious in the financial world. There have been reports of bank impersonation scams robbing Australians of their life savings. That's why it's essential to work with a trusted institution like Jigsaw Private Wealth.
In light of recent events, central banks have launched a coordinated liquidity ramp-up to support the economy. Rest assured that our team is closely monitoring the situation and will adapt our advice and services to ensure that they represent value for money.
We invite you to contact us today and experience the difference that Jigsaw Private Wealth can make in your financial journey. Trust us to provide you with the guidance, security, and peace of mind you deserve.
Photos
Contacts
7 Glass Street, Essendon, Victoria 3040, Australia
Opening hours
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Greg is always easy to talk to and helpful even when I give him computer and phone problems I encounter. I am at ease with him when talking regarding my financial issues I may have. He has a wide range of knowledge and professional in the money investment procedures. He is professional in the recommendation of suitable suggested investments."
"Franco Theuma has been my financial adviser for nearly 15 years. He has always been very supportive, takes time to explain superannuation and my plan in layman’s terms so that I understand what he is suggesting for my portfolio, investing and my plan. I have praised him many times to my friends. I feel very reassured that he looks after my best interests. I have done and would recommend him to look after your finances."
"I have dealt with the partners of Jigsaw Private Wealth over a long period of time and now Adrian has taken over looking after me. After our first couple of meetings I am feeling very confident that the package that he has arranged for me will definitely meet my future goals and lead me to a happy retirement."
"I had my first appointment with Greg today. I didn’t expect much but ended up being awestruck with how genuine and caring he actually was. It was my first time consulting with someone for retirement planning and Greg provided great advice and left me feeling completely at ease. Such a delightful guy."
"After researching a few Retirement Planners in the area. I settled on Jigsaw Private Wealth. Greg took the time to listen to what I wanted to achieve with my retirement and then provided some really good options to me on how to prepare for it. He then was able to assist me in putting my plan in place. I am now looking foward to retiring knowing I have some certainty around my income going forward. Highly recommend"
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