Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

We are not financial planners, however we will either refer you to a reputable financial planner or work with your financial planner to discuss your financial options with you and develop a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

Don't take unnecessary risks with your future! Allow the professionals James Mathers & Co to assist you with your financial plan.

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Our Services

At James Mathers & Co we aim to provide you with advice when your business needs it, not just when you ask for it. Click to view our BusinessSpecialist and Tax and Audit services.
Resources

We offer a range of free, easy to use online resources including calculators, internet linkskey financial dates and tax facts.
Contact Us

We can be found at 27 Bydown Street, Neutral Bay, NSW 2089. If you would like to talk to us please call (02) 9953 0744 or email james@jamesmathers.com.