2 Reviews

Janet Maguire

Precept Financial Services Pty Ltd

Bronze

15 Yrs Experience

Osborne Park, WA 6017

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5.00 September 2018

Janet has been lovely to deal with, explains everything until i understand and is always willing to answer questions. I believe she went above and beyond to help me with tax effective insurance for me and my business expenses setting up split payments inside and outside superannuation. She was very knowledgeable. Thanks Janet

5.00 August 2018

Janet has provide my husband and myself with very useful information relating superannuation and has been able to advise us on what we can do to better manage our superannuation in preparation for retirement. I am very confident that she had given us great advice and am grateful to her for giving us her full care and attention.

Precept Financial Services Pty Ltd

Level 3, 30 Hasler Road
Osborne Park, WA 6017

8:00am – 5:00pm Monday – Friday

Adviser status Bronze
Rating 5.00
Number of reviews 2
First year providing advice 2010
Years of experience 15
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

$1,500 upfront fee is for Insurance only advice. Upfront fees for Super and Insurance advice start from $2,200, but ongoing advice for one person remains at $1,500 or $2,200 for 2 people. Additional areas of advice such has debt repayment strategies, investments, retirement planning all attract additional fees.

Charter Financial Planning

AFSL 234665

Janet Maguire

Precept Financial Services Pty Ltd

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Precept Financial Services Pty Ltd

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Charter Financial Planning