Jane Carr

Jane Carr Financial Planning

Gold
18 Yrs Experience
Ballina, NSW 2478
I do money so you can do life! I help people live ‘rich’ lives… whatever rich means to them. For most (not all), being ‘rich’ is about having a full life. One with choice, doing what makes your heart sing, being with people you love and feeling free. The problem is knowing what to do with your money to live your version of ‘rich’. That’s where I come in. Growing up I thought it would be awesome to be a schoolteacher and help kids develop into mature, independent happy adults. I’m living a version of this childhood dream, but rather than teach kids, I work with grown-ups helping them live better lives and make great financial decisions, confidently. Too many of us get bamboozled with ‘coulda, shoulda, woulda’. I rid those words from your vocab, make you a ‘doer’ and send regrets packing. I'm not your "typical" Financial Adviser. Why? I’m not scary, I don’t use fancy words and I don’t wear corporate suits. But I do get money.  o   I get how it works and how to make the most of it.  o   I obsess about making money matters easier.  o   I send every dollar possible to work for team ‘you’.  o   I go against the grain when it's the right thing to do.  o   I drink bubbles when you enjoy things you never thought possible.    o   I believe life is too short to waste on things you don’t love. On a scale of 1-10, how confident are you making financial decisions?  If it’s less than a 10, and a ‘richer’ life awaits, we should chat.  Want coffee?   0409 777 671 jane@janecarrfp.com.au

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 17
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Jane Carr Financial Planning

Suite 2, 54 Tamar St
Ballina, NSW 2478

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.95
17 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 17

Sort by

4.75

"Jane has been assisting me with my financial management and planning for many years. Jane always prides herself on providing quality service, sound advice and meeting my needs. Through Jane's knowledge and experience, I feel very confident that the advice she has given has been right for my needs. I would definitely recommend her to my family and friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jane provided me with excellent advice about my superannuation investment needs and my pending retirement . She answered my questions promptly and always followed up. I would have no hesitation in recommending Jane to friends / family"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jane has given us advice in areas including, self-managed super funds and loan products, is usually able to explain things to us in a clear way. Through Jane's ongoing knowledge and experience. We feel confident the advice given is right for our needs, Jane is a God sent!!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jane has given us advice on superannuation funds. Jane gave us extremely good advice this time as usual and we feel very confident in which ever way she feels we need to go. We also feel thankful that Jane is managing our finances and we don’t need to worry about it. She is very good at her job and we would have no hesitation in recommending her to other people."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jane became our Financial Adviser about eight years ago, following dissatisfaction with our previous one. She proved very capable and gave us confidence that we were now getting reliable advice as we moved into retirement. During these turbulent financial times she has been able to keep us calm and stress free!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been with Jane for years and she has helped me manage all my finances Jane is always there for me giving me good advice and I never have to worry about my investments. She has saved me a lot of money over the years with her knowledge and advice I would definitely recommend her to my friends and family"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was very anxious when I was heading into retirement ... Jane reassured me and I have became very confident with my financial affairs ....Jane explains in away I understand ...very happy to have her as my Financial Adviser ...."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Very confident in Jane and her advice has helped us enormously with our investments. We have every confidence that Jane is doing all she can to ensure our investment reaches its fullest potential."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jane has great knowledge and is a pleasure to talk to with reqards to our future"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jane has been very helpful in giving me advice in the areas of retirement ,pension and superannuation. As I did not have a great knowledge on handling finances, Jane was great in the way she was able to explain things to me very clearly. With Jane's knowledge and experience I feel confident in the way I receive Jane's care and attention at all times when I want to know something that I have difficulty understanding."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2003

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Jane's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Jane able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Jane's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Jane to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Jane?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Jane provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Jane may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Jane Carr
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens