Vision

JDFA helps its clients to create, accumulate and protect their wealth.

Values

  • Trust - we do what we say we will
  • Respect - we listen
  • Professionalism - we offer expertise and knowledge
  • Innovation - we find flexible solutions
  • People - we work together as a team

Business Services

  • Virtual CFO
  • Strategic Business Planning
  • Business Mentoring
  • Risk Management
  • Succession Planning
  • Financial & Tax Reporting

Personal Services

  • Budgeting & Savings
  • Investments & Superannuation
  • Insurance
  • Debt Management
  • Retirement Planning
  • Estate Planning

Tax Services

  • Strategic Tax Planning
  • Tax Structures (incl. SMSF)
  • Tax Return Lodgement