Jigsaw Private Wealth was established to provide simple, no jargon advice in the areas that make a difference in clients lives.
We predominately work with busy professionals, business owner's or medico's who are Gen X or Baby Boomers.
The world is complicated, in the modern age it's more about energy management.
You're busy progressing your career, trying to maintain the kind of lifestyle we all work hard for and trying to provide kids with the opportunities to learn and grow.
We are all swamped when it comes to thinking about the future and how to take advantage of the myriad of financial changes, and this can end up being the last thing most of us want to think about at the end of the day.
When keeping up with life can a job in itself, who really wants to listen to most money experts lecture in tongues and preach about "financial education"?
If you're like me, you might find yourself a little unimpressed and wanting straight answers.
With over 20yrs years of experience, we have taken everything we have learned and distilled it down, making it as simple as it can be without the jargon and not dumbing it down. It's the simplicity I'd expect if I wanted advice. Straight talking.
We're all about helping clients make the progress that moves them closer towards financial independence and that feeling of not having to worry about money.
It comes down to three things, honing on the RESULTS you're looking for, being crystal clear on the lifestyle you're after. Looking at the current REALITY, where you stand now. Then it's about the ROADBLOCKS getting in the way. Once we are crystal clear on the RESULTS, REALITY & ROADBLOCKS, it's all about the plan of attack.
We are here to help people like you lead rich and fulfilling lives, achieve financial independence (when working becomes optional) and stress less about money. Breaking down the complex nature of advice and delivered in a way that makes sense while not being conflicted by product bias.