Sarah Slade

JSA Financial Group

Silver
6 Yrs Experience
Broadmeadow, NSW 2292

“Money is not the goal. Money has no value. The value comes from the dreams money helps achieve.” - Robert T. Kiyosaki

We aren’t wired to think about the future but planning for the future is powerful. Money can be complicated to understand and difficult to talk about but my purpose is to simplify complex concepts and make them relatable in line with goals that range from buying a first home to being able to see the world to retiring comfortably to making the difficult decision to help a parent move into aged care.

For me it’s incredibly rewarding to on multiple occasions have helped 3 generations in a family achieve their individual financial goals and it speaks to the breadth and variety of my role. I’m never satisfied being stationary and am constantly chasing new learning opportunities and ways to grow. My passion is using financial education as a tool of empowerment and having meaningful conversations that provide clarity and peace of mind.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

JSA Financial Group

Level 2, 94 Lambton Rd
Broadmeadow, NSW 2292

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256