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F3 Financial Services
       
 
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F3 Financial Services
 
 
Mission statement: 

Our mission is to achieve financial independence for our clients, so they can focus their energies towards the 3 fundamental elements of a successful life - “F3 Paradigm”.
Profile: 

F3 Financial Services is a family owned and operated financial services and advisory practice. Our focus is improving the financial position of clients by offering comprehensive financial planning advice, disciplined and ongoing investment management, needs based coaching and financial education.

Jason Delisser established F3 Financial Services with the vision of helping individuals, families and business owners gain financial independence through personalised services, coaching and education.

F3 Financial Services has no affiliation with any financial institutions or product providers, we rebate investment commissions to our clients, and base our advice on academic research over market speculation. This means our advice is objective, unbiased, and 100% focussed on the outcome for our clients.
Overview: 

F3 Financial Services provides client focussed and comprehensive financial planning advice, disciplined ongoing investment management, and needs based coaching and financial education to improve our clients' financial position.

Our financial advice and expertise covers a broad range of areas. We formulate customised and integrated financial plans based on relevant issues, needs and wants to improve your wealth and overall financial stability.
F3 Financial Services help individuals and families preserve and increase their wealth and overall financial position by working closely with them to formulate and implement wealth-creating strategies.

We begin by building a strong relationship with you and your family, and gain a thorough understanding of your current position, lifestyle, goals, and aspirations. We then work in consultation with you to develop suitable financial strategies, structures, tactics and plans to achieve your goals. These strategic considerations are important enablers that underpin your future wealth creation and improvements in your financial position.

Areas we can assist with include:

   Superannuation
   Investments:
       Australian companies and sharemarket
       International companies and sharemarkets
       Property Investments
       Fixed Income Investments
       Cash
   Investment analysis and selection
   Regular investing
   Regular income from investments (Retirement income streams)
   Income tax
   Salary sacrifice
   Salary packaging
   Debt management (structure and repayment)
   Financial structures
   Borrowing to invest (gearing)
   Tax effective investments
   Maximising Government incentives and benefits
   Cash flow management
   Retirement planning
   Retirement saving
   Managing redundancy
Mobile Phone:  +61 413 274 815


 
 
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