All meetings    27 November 2024
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Jackie Crane

Jackie Crane

My Wealth Solutions

Jackie holds the BNG Category: Financial Planning

Jackie Crane is a financial planner, providing financial advice to individuals, families and small business owners.

Financial Position Maximisation

To provide professional advice in maximising your current financial position through diversified investment construction, tax effective asset structuring, and strategic planning of personal resources.

Long Term Financial Planning & Strategy

To provide a strategic long-term plan to best meet your personal goals as efficiently and securely over time. To maximise the success of long-term planning, we provide ongoing strategic planning, investment advice, performance and goal benchmarking.

Areas of expertise:

  • Investment and Portfolio Construction
  • Retirement Planning and Pensions
  • Estate Planning
  • Asset Protection and Business Structures
  • Insurance advice for individuals and business owners
  • Self Managed Superannuation Funds (SMSF)
  • Superannuation
  • Tax Effective Wealth Strategies
  • Wealth Creation
  • Debt Management

Contact details for Jackie