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Triple J Financial Planning Solutions

  1. Craigieburn
  2. Craigieburn Finance

Reviews, get directions and contact details for Triple J Financial Planning Solutions

"We are a family owned and operated business who specialize in pre and post retirement clients, We do not pretend to be all things to all people. We know that retirement is an exciting and uncertain time, so we do our best to explain all the options to you and help you to make the best decisions to live retirement you deserve."
Address: 71B Hamilton St, Craigieburn VIC 3064, Australia
Phone: 0404 935 597
State: Victoria
City: Craigieburn
Zip Code: 3064


Opening Hours

Monday: 9:00 AM – 6:00 PM
Tuesday: 9:00 AM – 6:00 PM
Wednesday: 9:00 AM – 6:00 PM
Thursday: 9:00 AM – 6:00 PM
Friday: 9:00 AM – 6:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
My wife and I have been very satisfied with the service provided by Triple J Financial Planning Solutions. The staff are professional with lighthearted family values. They have kept pace with the government and economic changes and have maintained continuity with their qualifications. Their advice/recommendations have been invaluable in looking after our present and future financial issues.
Have had the pleasure of working with Jason & Jill for a few years now, and couldn't recommend them more highly. They made me feel comfortable from the get-go. It doesn't matter what position you are in, they make you feel comfortable and confident the whole way through. Cheers guys and thanks for having me so far, and I look forward to having the team look after myself and my family for many years to come.
Approximately 4 years ago I had my first appointment with Jason and Jill from Triple J, that appointment changed our 'financial life'. Their advice, expertise, ease with which they discussed all things financial and compassion was something that I had not experienced before. The financial plan they put into place for us meant, not only, that we could pay our mortgage and our bills, but had money left over. They organised the refinancing of our mortgage, consolidated our loans and credit cards and made our finances both easy to maintain and very accessible. Throughout Covid both Jason and Jill were available, emails were answered, if not in the hour, most certainly by end of day, nothing was too much trouble and their manner, kindness and professionalism never faltered. Four years down the track, I again sought the assistance of these wonderful people, as I was approaching retirement age and needed to make some very important financial decisions, and once again, they worked their magic; as I left their office I felt like the weight had once again been lifted from my shoulders. Sometimes words are inadequate to express ones gratitude, but this company, Jason and Jill, have not only changed our financial position for the better, but showed us that honest, good, fair, reliable and honourable people still exist. A heartfelt thank you to you both, we feel so fortunate that we have you to turn to when needed.
Nothing is too much trouble for Jason. He makes navigating the complexity of superannuation financial decision - making easier, by translating it all in to 'plain language' for us. His advice and readily available assistance, has been invaluable.
Could not recommend Jason, Jill and the team at Triple J Financial Planning Solutions highly enough. They really care for you and take the time to get to know you, your situation and your desired outcomes.
Excellent service and advice. Highly recommend Jason for all your financial needs.
Highly recommend Triple j Financial Planning service....Very professional and friendly service..Five stars is not enough Thank you Jason for a great service
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