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Jason Burnell

Set 4 Life Financial Solutions Pty Ltd

Bronze
19 Yrs Experience
Wollongong, NSW 2500

Advising for 16 years my background includes industry super, business banking, and boutique advice offerings. I help answer important questions: Am I on track? How can I improve my finances? Can I retire? Will I run out of money? Can I be comfortable?

I provide advice which is easy to understand & puts you in a better position. I help you minimise tax, boost investments, better utilise super, reduce fees, and maximise government incentives.

My initial meeting is at no cost or obligation. It’s an opportunity for you to tell me what’s on your mind, your situation, what you'd like to achieve, what you're comfortable with, and the advice you're looking for so I can work out if I can help.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Initial meeting is no cost or obligation. Its a chance to discuss what's on your mind, your situation, what your comfortable with, and the help and advice you might be looking for. If I can help, I can take you through what that might look like and the cost.

At a glance

  • Adviser status Bronze
  • First year providing advice 2006
  • Years of experience 19
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Set 4 Life Financial Solutions Pty Ltd

306B Crown St
Wollongong, NSW 2500

Opening hours

  • 9:00am – 5:00pm Tuesday – Friday
  • 9:00am – 6:00pm Monday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advice Evolution

AFSL 342880