JLC Financial Planning is a leading financial services provider based in Briar Hill, Melbourne, established in 1974. The business prides itself on building close relationships with clients to secure each generation’s financial wellbeing. Their team of qualified financial experts is committed to providing personalized financial strategies to help clients achieve financial success and peace of mind. JLC Financial Planning focuses on creating and protecting wealth over the long term while addressing day-to-day financial needs and challenges.
specialising in a range of services including retirement planning, estate planning, wealth building, inheritance, starting a family, divorce, debt management, and personal insurance, JLC Financial Planning aims to help clients navigate life-changing events and achieve their long-term financial goals. The business philosophy revolves around putting clients in control by offering quality financial advice tailored to individual circumstances and objectives. With a focus on client service excellence and ongoing adviser education, JLC Financial Planning is dedicated to ensuring the best financial outcomes for each client.
As a Corporate Authorized Representative of Alliance Wealth Pty Ltd, JLC Financial Planning emphasizes the importance of understanding each client’s unique situation and goals. By taking the time to get to know clients and their financial circumstances, the advisers at JLC Financial Planning help individuals make informed decisions about their financial future. With a commitment to providing tailored financial strategies and empowering clients to achieve financial security, JLC Financial Planning stands out as a trusted partner in financial planning and wealth management.