Jay Belevski

Pinpoint Financial Planning

Platinum
25 Yrs Experience
Lane Cove, NSW 2066

At Pinpoint Financial Planning, we understand that true financial independence is a personal journey for each individual. Our role is to guide you towards realising your aspirations without the burden of financial worries. We're more than just a financial planning firm, we're your partner in navigating financial success.

Our Approach: Personalised, Strategic, Ethical

We recognise that financial independence has a unique meaning for everyone. Our expertise lies in deciphering your individual goals and aspirations, creating a tailored strategy that aligns with your life's ambitions.

Creating Your Roadmap:

With over 17 years of experience in financial planning, I lead our team in developing strategic plans that are customised to guide you towards financial freedom.

Commitment to Ethics:

As a Certified Financial Planner (CFP®), I am dedicated to upholding the highest ethical standards, ensuring that your interests are always at the forefront of our advice and strategies.

My Journey and Passion:

Since becoming a CFP® in 2007, my passion has been guiding clients through their financial landscapes. Witnessing clients achieve their goals and celebrating their life milestones alongside them is what drives me and inspires continuous professional growth.

Our Promise: Advice-First Approach

At Pinpoint Financial Planning, we firmly believe in an advice-first approach. This means leading with personalised guidance, prioritising your best interests without exception, and dedicating ourselves to helping you make informed financial decisions for a brighter today and a secure tomorrow.

Join Us on Your Journey to Financial Freedom

Experience the Pinpoint difference. Contact us to start your path to financial independence.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.77
  • Number of reviews 31
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Certificate in Management
  • Language spoken
    • English

Pinpoint Financial Planning

Level 3, 71 Longueville Rd
Lane Cove, NSW 2066

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459