To book an appointment, call Jill on 0430 764 145 or click the "Book" button be

Triple J FPS
Triple J FPS
More

Your retirement planning partner

Your retirement planning partnerYour retirement planning partnerYour retirement planning partner

Working with you to have a happy and financially comfortable retirement!

Book

Your retirement planning partner

Your retirement planning partnerYour retirement planning partnerYour retirement planning partner

Working with you to have a happy and financially comfortable retirement!

Book

About Us

Retirement Specialists

Retirement Specialists

Retirement Specialists

 We specialise in providing Superannuation, Retirement planning and Centrelink assistance to pre and post retirees. We don’t try and be all things to all people but instead focus on what we feel is the most important and sometimes scary time in a person’s life. We also understand that you have been working for a long time and deserve to f

 We specialise in providing Superannuation, Retirement planning and Centrelink assistance to pre and post retirees. We don’t try and be all things to all people but instead focus on what we feel is the most important and sometimes scary time in a person’s life. We also understand that you have been working for a long time and deserve to feel comfortable and assured that your finances are under control, so that you can do the things you enjoy! 

A Proven Approach

Retirement Specialists

Retirement Specialists

We start with a complimentary meeting, which helps us understand what's important to you, how we can help and also to explain our  fee structure so that there are no nasty surprises later.


From here we will provide our recommendations in writing, outlining the benefits, trade offs and alternatives.


The best part about this is that we are fully licensed and insured.

Why Us?

Retirement Specialists

Why Us?

We are a very experienced financial planning practice and our principal Jason Hanley has been a Financial Planner for over 20 years now. Jason has experience in the UK, Ireland and in Australia since 2009. 


We work for you and not the product providers and start our process by comparing your current Super against industry leaders, if your 

We are a very experienced financial planning practice and our principal Jason Hanley has been a Financial Planner for over 20 years now. Jason has experience in the UK, Ireland and in Australia since 2009. 


We work for you and not the product providers and start our process by comparing your current Super against industry leaders, if your Super stacks up well, we will not recommend moving your Super.

Our Team

Director/Financial Planner

Director/Financial Planner

Director/Financial Planner

Jason started his Financial planning career back in Scotland during his teenage years and worked for the UK's largest independantly owned financial planning firm.


Jason has also worked for big 4 banks before starting his own practice back in 2014. 


Personal assistant

Director/Financial Planner

Director/Financial Planner

Irma is Jason's p.a and does all the day to day tasks required to run a busy practice as smoothly as possible.


Irma also spends a lot of her time following up with Centrelink, providing updates and doing applications.

Office Manager

Director/Financial Planner

Office Manager

Jill is our office manager and generally your first point of contact, Jill books all of our meetings, prepares for ongoing service reviews and prepares our compliance documents.

Reviews

Facebook
Facebook
Facebook
Facebook
Facebook
Facebook

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

 A financial planner can provide valuable expertise and guidance in managing your finances. They can help you set realistic financial goals, develop a comprehensive plan tailored to your needs, optimise your investments, navigate complex tax strategies, and adapt to changing financial circumstances, ultimately helping you achieve financial security and peace of mind. 

We only specialise in pre retirement and retirement planning, we are experts in all things Centrelink and can happen guide you through that maze. We ensure that you are maximising your entitlements and have helped hundreds of people just like you.

We take a no BS approach to our fees and believe that if we provide value, we will get paid accordingly. So, after our complimentary meeting, Jason will let you know the costs that apply for the work we will carry out for you. We will not commence any work until you are happy and agree to the costs.


We have seen other business's add GST on top of the quoted price or charging a fee for the advice and then another fee for the paperwork.


We provide an all inclusive fee and that will be locked in.


As licensed financial planners, we are generally allowed to deduct some or all of our fees from your Super, we can also do credit card payments etc if this works better for you. Our main goal is to put you in a better position and fees should never stand in the way of doing this.


What if I have a complaint


We hate complaints and do our best to avoid these, however, sometimes things go wrong so we have a thorough complaints handling process and it goes like this. 


Making a Complaint

We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office.


We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.


If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.

Contact Us

Please feel free to give us a call or email


Jill 0430 764 145 or jill@triplejfp.com

Jason 0404 935 597 or jason@triplejfp.com


Melbourne

21 Furlong Street, Craigieburn, Vic, 3064


Gold Coast

23 Village High Rd, Benowa, Qld, 4217

Triple J Financial Planning Solutions

21 Furlong Street, Craigieburn Victoria 3064, Australia

0404935597

Hours

Monday - Friday: 9am - 5pm



Get Started Today

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

Compliance and Legal

Our License

Triple J Financial Planning Solutions and Jason Hanley are authorised representatives of The CJ Partnership Pty Ltd AFSL 548394.


Any content on our website is intended as general advice only and does not take into account your personal circumstances, goals or objectives.


We are members of the Australian Financial Complaints Authority and details can be provided upon request.


The CJ Partnership head office is 23 Village High road, Benowa, QLD, 4217

Financial Services Guide

Triple J FSG Version 1- July 2023 (docx)Download

Site Content

Detail your services

If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.

Announce coming events

Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.

Display real testimonials

Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.

Promote current deals

Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.

Share the big news

Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.

Display their FAQs

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.

Copyright © 2024 Triple J FPS - All Rights Reserved.

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept