Jason Ball

Insight Financial Advisers

Gold
20 Yrs Experience
Varsity Lakes, QLD 4227
WHAT DO I DO: I provide ongoing advice and guidance to ensure my clients retire on their terms. As a Certified Financial Planner (CFP) with Insight Financial Advisers, I have provided ongoing peace of mind to hundreds of clients primarily on the Gold Coast and interstate since 2002. Seeking professional advice to help achieve these goals is an important investment in your future. I am committed to working with my clients to help them define their goals and design a personalized financial plan to meet their needs. WHO DO I WORK WITH: I work predominantly with clients aged between 50 and 65 that recognize the need to make the most of their remaining years in the workforce and structure a plan to suit their lifestyle through retirement. WHAT ARE MY CREDENTIALS: I have worked in financial services since 1997. After five years working with a boutique practice in Sydney I joined the Bridges Gold Coast office in 2004 which has recently branded as Insight Financial Advisers. I have completed the Diploma of Financial Planning through Deakin University and I am a Certified Financial Planner professional with the Financial Planning Association of Australia (FPA). As an Authorised Representative of Oreana Financial Services, I am able to assist clients in the area of: \> Superannuation strategies \> Retirement planning \> Stockbroking \> Tax effective investment strategies \> Salary packaging \> Life insurance (life, TPD, trauma, income protection, business expenses) \> Estate planning Backed by a team of leading research analysts, I provide clients access to a range of leading Australian and international fund managers as well as listed investments. I am committed to building long-term relationships with my clients by providing them with appropriate professional advice and personal ongoing service.

Expertise

  • Superannuation
  • Retirement & Pension
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 22
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Insight Financial Advisers

20 Lake Orr Dr
Varsity Lakes, QLD 4227

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

5.00
22 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 22

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5.00

"Jason is friendly, efficient and professional. I am confident in recommending his services."

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

"Jason is efficient, prompt with responding to enquiries and extremely helpful and knowledgable. I would highly recommend him."

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

"My wife and I have been a client of Jasons for many years. We have found him approachable and knowledgeable at all times. He has a very caring attitude and takes a very personal interest in our investments, etc but also ensures we enjoy a good lifestyle. We would have no hesitation in recommending him to our friends and family."

  • Government Assistance
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Have been with Bridges for quite a few years with Jason in particular since he took over. He has steered us in the right direction and now that we have retired 500 odd kilometres away that service has continued. We are very confident in having Jason look after our affairs as we settle down to enjoy retirement."

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has been our financial adviser, in the true sense of the term, for about fifteen years. In fact we began with Bridges over twenty-five years ago and he is the third person to have secured our trust in these important matters. His amiable disposition sits extremely well with his professionalism, and the two combine to ensure he will remain our guide, and friend, for many years to come."

  • Government Assistance
  • Insurance Protection
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'We have been with Bridges for 20 years and have very been satisfied and have been with Jason since he started at Bridges and have enjoyed a great relationship with him and his team . We find he treats us as very good friends and he has provided sound professional advice to us and we would be only to happy to recommended him.'"

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

"Marlene & Ramon,We find Jason to be very helpful, pleasant & skilled in his advising us. We are satisfied that he has, & will continue to keep our super invested in safe & profitable investments. We like the family atmosphere that exists in his office."

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

"Alma Houghton 4220 Jason is a great help with my Financial matters I couldn't be without his help."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has been advising my wife and I for the past nine years or so. He is always assessable, a good listener and we have always found his advice to be accurate and helpful. If a course of action has been agreed to, it is promptly executed. Much to his credit Jason has a friendly demeanour with excellent interpersonal skills and is someone who is not easily distracted or fazed by any untoward circumstances."

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

"Jason has provided me with sound financial advice which has enabled me to feel financially secure moving through to retirement. His genuine care and concern is evident in the way he has dealt with me."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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