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Deborah Jones Pty Ltd
       
 
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Deborah Jones Pty Ltd
 
 
Overview: 

When most clients meet with us for the first time the answer is no, they're not happy or know that there are areas that they would like to improve.

Most people know that they need to better manage their financial life but they:

·      Don't get around to it, or
·      Have found solutions in the past that have not met with their expectations, or
·      Financial matters are too complex and there never seems to be enough time to implement a plan that can make a difference.

At Deborah Jones and Associates, we understand these challenges.

·       We aim to provide clients with real solutions to assist them to improve and manage their financial lives.
·      We act as your personal financial planning strategist
·      Which means we consider your personal situation, provide you with customised solutions and assist with the implementation of your plan.

Our advice process has three steps:

·      We take the time to understand where you are now.
·      We talk to you about where you want to be in the future.
·      We then assist you to fill in the gap/s, by recommending strategies and actions to help you reach your desired and stated outcomes.

And we're here for the long run. With over 30 years of experience and a commitment to ongoing professional development, we are delivering value to our clients now and into the future.


 
 
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