Why us?

We continue to raise the bar

We’ve been working hard since 1994 to build a name for excellence in the profession, and it’s safe to say that we’ve achieved that – view our awards and accreditations to see for yourself!

However, technical ability alone is not enough. We build long-term working relationships with you by being a friendly and approachable team that people genuinely want to open up to and spend time with.

We’re definitely no strangers to winning awards

This is who we are, and this is what sets us apart from the competition

Lifestyle rather than finances

We’re all about providing freedom to make the big decisions you need to get to where you want to be.

An independent firm

Our independence allows us to offer unbiased advice and tailor our recommendations to you.

Chartered and Accredited

These gold standards of our profession acknowledge our expertise and professionalism within the field.

Female-orientated team

As a predominantly female team, we’re proud to be part of the Women in Finance Charter – supporting women to pursue a career in financial services.

Strong morals and values

You can expect a level of service, care and empathy that only a boutique financial planning firm with strong values can provide.

Highly qualified team

We’ve received a raft of recognition for having the knowledge, skills and experience to deliver a first-class service.

Here for the long run

As our team has grown, so have our clients – many have stayed with us through generations.

Truly personal service

We will listen to the ins and outs of your life to ensure we make the right decisions for your specific circumstances.

Utilise modern technology

To make the process efficient, we do everything electronically. If you’re not IT savvy, we’ll find an alternative.

Jane Smith Financial Planning Limited profile

Words can really make a difference, especially when they come directly from our clients! Click on the icon to read our VouchedFor reviews.