Jordan is an independent financial adviser – and owner of PlanningSolo.
PlanningSolo specialises in helping inexperienced people with the financial aspects of life’s big transitions.
We help people feel better about their financial decisions during really challenging times.
Times like divorce, bereavement or retirement are when PlanningSolo’s services can really help.
Jordan’s been a financial planner for over 15 years, and started specialising in helping inexperienced and nervous people through big transitions nearly 5 years ago.
Self-licensed, independent and a finalist for the FAAA’s Adviser of the Year Award in 2023, Jordan’s relishing being able to give people the kind of advice they need, when they need it.
This advice can include:
– ‘Traditional’ financial advice (superannuation, insurance, investments)
– Budgeting advice
– Divorce settlement modelling and planning
– Collaborative divorce
– Post-bereavement review and assistance
- ‘Traditional’ financial advice (superannuation, insurance, investments, budgeting)
- Divorce settlement modelling and scenario analysis
- Collaborative divorce
- Post-bereavement financial review and assistance
- Retirement planning
