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jane clark financial management

Jane's story

Jane is a lateral thinker whose natural curiosity and vitality enable her to think outside the box and apply fresh ideas and creative approaches to fit the unique needs of each of her clients

As a committed financial adviser, Jane works with a broad range of clients, and is particularly passionate about helping women and supporting small business owners to successfully manage, grow and develop their businesses. Her love for small business has come out of her own experience in operating successful family businesses for 30 years.

Focussing on transparency and accountability, Jane has an ability to cut through the noise, demystify complex processes and create a streamlined approach to financial planning and advice.

Organised, strategic and task oriented, Jane is good at asking the tough questions and is a clear, calm and unflappable communicator. Her goal is always to do everything she can to help her clients to reach their financial and personal potential.

Client Testimonials

Read what our clients have to say.

Jane is an excellent financial planner with the ability to think 'outside the box'. Because she is independent, I am confident that I am getting unbiased advice. She is responsive and has good referral networks.
 

Anna S

Tailored Business and Personal Financial Solution

Jane is fantastic, always helping us make sense of the financial world. Thank you Jane! Professional yet down to earth.

Melissa H

Estate Planning Strategy

Excellent financial advice has a fresh, caring and approachable face. Jane encompasses an impressive skill set and is gifted with a warm personality and a desire to see her clients succeed. I highly recommend Jane to anyone seeking the very best in sound, professional financial advice.

Nick P

Property Management - Family Business Financial Solution

Jane has always been totally trustworthy in dealing with our business and personal finances. She always explains things in a way that I can understand. I fell very confident with our affairs in her hands and would recommend her to anybody seeking financial advice.

Rae C

Self Funded Retirement Financial Strategy and Management

Janes advice was professionally and respectfully delivered taking in to consideration my personal circumstances and dream for a better future. The outcome of meeting with Jane is a clear step by step plan to help me to achieve my goals.

Brenda

Tailored Personal Financial Plan and Strategy

Need advice?​

There's no one quite like you, which is why we adapt our core advice offering to your unique circumstances. Whether you're an individual, part of a couple, have a family or own a business, we offer sound financial advice, designed to improve your financial wellbeing and to help you to do well.

Keep up-to-date

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation.
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General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

Need independent financial advice?

Contact Jane Clark to schedule an appointment.

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