Jarryd Baxter

About Jarryd Baxter

A Certified Financial Planner, Jarryd joined the Financial Planning industry in 2008. He has been providing personalised advice for clients since 2016 with a key focus on strategy first advice. Jarryd prides himself on creating long-term partnerships with clients to ensure that they have a clear path to achieving both their financial and lifestyle goals.

Services

• Retirement Planning;
• Budget and Cashflow Planning;
• Centrelink Benefits, other Government Benefits and Aged Care Assistance;
• Salary Packaging;
• Personal Superannuation;
• Self-Managed Superannuation Funds;
• Employer Superannuation;
• Investments and Savings Plans;
• Debentures and Government Bonds;
• Deposit and Payment Products;
• Estate Planning;
• Securities;
• Life Risk Insurance within Superannuation;
• Credit assistance and Debt Management;
• Gearing and Margin Lending.

Advice Areas

• Wealth Creation Strategies
• Superannuation Strategies (including defined benefit schemes)
• Self-Managed Superannuation Funds
• Cash Flow Planning
• Centrelink
• Departments of Veterans' Affairs
• Aged Care
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

Products

Deposit and Payment Products

• Deposit and Payment Products
• Non-basic Deposit Products

Government Debentures, Stocks or Bonds

• Government Debentures, Stocks or Bonds

Life Products

• Investment Life Insurance Products
• Life Risk Insurance Products

Managed Investment Schemes

• Managed Investment Schemes, including IDPS

Retirement Savings Account Products

• Retirement and Savings Account Products

Superannuation

• Superannuation – All
• Self-Managed Superannuation Fund
• A person’s existing holding in a superannuation product