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Jarad Stirling

Stirling Financial Consulting

Gold
21 Yrs Experience
Caringbah, NSW 2229

Not your traditional financial planner. We work with small business owners and families to deliver greater financial certainty in their life. We take the lead role as the Principal Adviser to help them achieve all that is important to them.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

Our engagement process evolves over two meetings. We will present your Advice Map and Engagement Agreement in the second meeting. Our Engagement Agreement will detail the scope of work, priorities and our fees. Up to this point, it is at Stirling Financial Consulting expense. If you see the value in engaging our services, we will begin working on your strategy on signing of the agreement.

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 21
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Stirling Financial Consulting

77 Willarong Road
Caringbah, NSW 2229

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Stirling Advice Pty Ltd

AFSL 503827