lee jackson
Lee Jackson is a highly experienced financial planner with over two decades in the financial planning industry. He is renowned for his unique ability to simplify complex financial concepts, making them easily understandable for his clients. This talent not only helps clients feel more comfortable with their financial decisions but also empowers them to take an active role in their financial planning. Lee believes in the importance of proactive planning for a secure financial future. His philosophy around retirement planning is clear: it’s never too early to start, and it’s never too late to begin. He works closely with clients of all ages, offering adaptable strategies that evolve with life’s changing circumstances. Whether you are in your twenties or nearing retirement, Lee provides guidance that fosters financial confidence and prepares you for the future.
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Choosing the Right Accountant to Save You Time and Money

By Lee Jackson | October 15, 2024

When choosing an accountant, it’s important to find one who aligns with your specific needs, whether personal or business-related. Accountants can specialise in various areas, from individual tax returns to […]

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retirement advice

3 Simple Steps to Track Your Spending and Save More Money

By Lee Jackson | October 11, 2024

Taking control of your money starts with understanding your spending habits. By knowing where your money goes, you can make informed choices to spend less and save more.  This guide […]

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6 Simple Steps to Create and Manage Your Budget Effectively

By Lee Jackson | October 4, 2024

Having a budget is key to understanding and controlling your finances.  It helps you see where your money is going, sets aside funds for bills and expenses, and creates a […]

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superannuation advice

Reduce Your Tax by Salary Packaging: How Sacrifice Pays Off

By Lee Jackson | October 4, 2024

Salary packaging, or salary sacrifice, can be a smart financial strategy that helps you reduce your taxable income and ultimately pay less tax.  For many Australians, this approach to managing […]

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Does Retirement Planning Help People?

By Lee Jackson | May 5, 2024

Many of us look forward to retirement, when we may enjoy our career savings and hard work. Australia is known for its natural beauty, vibrant cities, and high quality of […]

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Do Financial Advisers Help With Retirement Planning?

By Lee Jackson | April 28, 2024

Are you ready to secure your financial future? Can financial advisers truly assist you in crafting a robust retirement plan? Finding the right guidance is paramount in a world where […]

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Boost Your Superannuation Returns and Greatly Improve Your Retirement Planning

By Lee Jackson | April 28, 2024

Financial management requires retirement planning, and contributing to a superannuation plan is one of the best ways to ensure a bright future. Maximising superannuation earnings may help you plan for […]

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How to Plan for Retirement in Australia?

By Lee Jackson | April 21, 2024

Retirement marks a significant phase of life where one can finally embrace the rewards of years of hard work and dedication. In the unique landscape of Australia, this journey holds […]

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Superannuation: Your Retirement Nest Egg

By Lee Jackson | April 21, 2024

In Australia, the superannuation system, commonly referred to as “super,” plays a pivotal role in helping individuals secure their financial future during retirement. Managed by the Australian Taxation Office (ATO), […]

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What Is the Most Crucial Part of Retirement Financial Planning?

By Lee Jackson | April 13, 2024

Embarking on the journey of retirement is a significant life milestone that beckons careful consideration and meticulous preparation. As the sands of time usher us towards this inevitable phase, ensuring […]

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