Looking ... Thinking ... Moving Forward!
Our clients aim for financial independence. At Jonas and Associates our goal is to see them achieve it.
Jonas and Associates provides sound, well-researched advice for wealth creation through superannuation and retirement planning.
We pride ourselves on the long-standing relationships we have developed with many of our clients. These relationships have evolved from trust built on our ability to deliver reliable advice, on time and in a collaborative manner.
We are continually developing and researching new thinking to apply to our clients circumstances as we work with them to achieve their financial goals. Our clients reap the rewards of Jonas and Associates’ integrated approach to meeting all their financial needs.
Our services include:
- Business Management
- Financial Analysis (CFO function)
- Self Managed Superannuation Fund
- Personal Taxation and Financial Plans
- Company Secreterial Services
The sharpness of our focus on our clients’ objectives is based on a simple premise: good accounting delivers strong management reports, that in turn guide sound decision making.
This is equally relevant to our individual clients, who require such information for effective wealth management and financial planning, as it is to our business clients as their plan for corporate sustainabilty and growth.