I am a fully accredited Financial Planner and SMSF Specialist Adviser with over 18 years’ experience in the Financial Services industry.
I provide my clients with specific, well-considered strategic advice on:
- Wealth accumulation
- Superannuation & Self-Managed Super Funds
- Investment portfolios
- Personal insurance
- Taxation & cash-flow management
- Retirement planning
- Business succession planning
- Aged Care
- Estate Planning
My clients love the clarity we provide around their financial position, the control they get back over their financial future and how well we collaborate with their other advisers (accountants, lawyers etc.) on achieving their overall personal and financial goals.
I am based on the bayside but also meet clients around Brisbane at their accountant’s office.
Please give me a call on 07 3338 8966 to make an appointment.
We have always been a 'fee for service' firm, meaning you know exactly what our services are and what our fees will be.
We have taken the first step with Jason to map out a plan for our retirement. We have been inspired by our first meeting and we are starting to see the horizon at the end of our accumulation phase, as we plan our retirement with his help. We are looking forward to the next chapter.
We were referred to Jason for assistance with a TPD insurance claim and subsequent access to superannuation. We provided some basic financial details to Jason prior to our meeting and he was well prepared. He stepped through our options and explained the pros and cons of each which allowed us to make an informed decision about the next steps we could take for our circumstances, We had never used a financial adviser previously and would not hesitate to contact Jason again, should we require financial advice.
We were referred to Jason after being let down by our previous adviser. Jason and the Flow Financial Planning team were quickly onto the case and provided us with fantastic service. Jason worked with my wife and I to review our life and trauma policies, and superannuation situation- providing excellent advice. Through this process, Jason saw an opportunity to lodge a claim through one of our insurances, which could only have been picked up due to the thoroughness of his work and attention to actually servicing his clients with care. The result was a substantial payout that provided us with financial stability. I would not hesitate to recommend Jason and his team to help others with their personal insurances and financial planning requirements.
My partner and I have multiple investments and were seeking a financial adviser to provide us with a financial retirement plan. We contacted Jason McLaren from Flow Financial Planning and we were not disappointed. Jason provided 5 star service from our initial contact. Jason developed a discussion paper that considered a number of alternative strategies based on our investments, future plans and aspirations. In consultation with Jason we developed a preferred transition into retirement strategy that we have now commenced implementing. We have also commissioned Jason to provide ongoing financial advice for us as we move forward into our retirement. I have no hesitation in highly recommending Jason McLaren.
I found Jason to be professional, Intuitive, empathetic, well versed in his knowledge, supportive, most obliging, and most thorough in his attention to detail with timely responses to our enquiries.
- Adviser status Gold
- Number of reviews 43
- First year providing advice 2015
- Years of experience 7
- Master of Business (Applied Finance)
- Master of Business (Professional Accounting)
FLOW FINANCIAL PLANNING PTY LTDUnit 2, 169 Florence St
Wynnum, QLD 4178
- 8:30am – 5:00pm Monday – Friday
Australian Unity Personal Financial Services Ltd