The JSA Group has been providing quality Financial Planning advice and Financial Services to Newcastle, the Hunter Valley and the Central Coast for 30 years.
The Financial Planning division - Jeff Shakespeare & Associates is a Corporate Authorised Representative of Matrix Planning Solutions Limited, our team consists of 8 Financial Advisers, 3 Technical Specialists, 8 Client Administrators and 4 Management personnel to ensure we deliver the highest level of Financial Planning advice and quality ongoing care.
The JSA Mortgages & Finance and JSAccounting divisions have grown to compliment Financial Planning, consisting of 3 Mortgages & Finance Consultants and 2 Chartered Accountants.
At JSA Group we are able to assist you with the many complexities within the Financial Planning arena, together with providing an extensive range of Financial Planning service offerings.
We tailor our advice to meet the needs of individuals, small to medium sized companies, superannuation funds and investment trusts. Think of us as your Personal Financial Trainer.
"Our mission is to enhance the financial well being of our clients through the provision of quality and innovative advice, delivered by a team of qualified and motivated professionals".
We firmly believe that;
"Our client's success is our success"