Financial Planning


TouchPoint has had an ongoing partnership with Jigsaw Financial Planning over many years. Jigsaw Financial Planning is owned and managed by Matthew Laird.

Matthew has had over ten years experience in Financial Planning working with small business owners managing their financial affairs and investments. Matthew has a particular interest in Self Managed Super Funds, and Risk Management. He is a Certified Financial Planner and holds a Masters in Financial Planning.

The Jigsaw Financial Planning team can assist in all facets of your financial affairs including:

Insurance
Risk Management
SMSF
Buy Sell Agreements
Investment Management
Superannuation
Estate Planning
Estate Administration and Management
Tax Planning
Portfolio administration and compliance

Jigsaw Financial Planning uses cutting edge, scientifically based portfolio management strategies and follows an Asset Class investing approach. This strategy has produced significant results for clients in both substantially reducing their fees whilst maximising performance within the boundaries of asset classes.

Financial Planning and investment advice is provided by Jigsaw Financial Planning a corporate authorised representative of FYG Planners Pty Limited AFSL: 224543.