Jonathon Pugliese

Llenpart Financial

Silver

7 Yrs Experience

Kew, VIC 3101

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At Llenpart Financial we are committed to work closely with our clients, to take the time to work with you to clearly understand what your personal and financial goals are and how they can be achieved.

With all my clients I remain passionate in providing tailor made financial advice and to ensure clients receive clear direction and guidance along their journey in overcoming any challenges and making their goals a reality.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Budgeting

5.00 June 2024

Jonathon helped enormously with planning for my retirement, taking a huge weight off my mind. He took the time to discuss what my plans might be and showed me what is possible. His advice was easy to understand and made the whole process stress free. Thank you!

5.00 June 2024

Jonathon took the time to understand my financial position. I had an outstanding experience with him. They provided holistic financial planning advice that perfectly aligned with my needs, offering both strategic guidance and product recommendations. Their deep understanding of my financial situation and goals was evident throughout our interactions. Highly recommended for anyone seeking personalised and comprehensive financial planning!

5.00 June 2024

I was referred to Jonathon and the team at Llenpart Financial who provided me with financial advice to build and protect wealth. He displayed expertise and professionalism throughout and I am confident in achieving my future financial goals. I highly recommend Jonathon and the Llenpart team.

5.00 June 2024

We found Jonathon to be very knowledgeable and easy to understand during our review of both risk and superannuation advice. His level of expertise was greatly appreciated as we're now better placed for our accumulation phase and cashflow.

5.00 September 2021

' Jonathon helped set up my Super Funds and Income Protection and Insurances. Halved the amount of fees i was paying in the process, even did this through a difficult time. Confident i am on the right path.