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Stephen Jaensch

Financial Adviser

PRP Wealth Management / Profit and Retirement Planning Pty Ltd
Renmark, SA 5341

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About

Stephen Jaensch is an ASIC-registered financial adviser based in Renmark, South Australia, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Stephen's extensive qualifications include a Graduate Diploma of Applied Finance & Investment from the Securities Institute|FINSIA (Kaplan Professional), a Diploma of Financial Planning from Kaplan Professional, and specialized training in Self Managed Superannuation Funds. He is also a proud member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), demonstrating his commitment to upholding the highest standards of professional conduct and ethical practice. Stephen is authorized to provide advice on a broad range of financial products, ensuring his clients receive well-rounded guidance in all aspects of their financial lives. His expertise encompasses superannuation, insurance, wealth management, and retirement planning, allowing him to create personalized strategies that align with each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Stephen is committed to building long-term relationships with his clients, providing ongoing support and guidance as their financial needs evolve. Whether you're planning for retirement, seeking to grow your wealth, or require advice on superannuation, Stephen is here to help. Contact Stephen today to schedule a consultation and take the first step towards a more secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth accumulation Insurance solutions Investment strategies SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000238256

Verify on ASIC Register

Authorised Representative Number

000245996

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Stephen Jaensch provide?

Stephen Jaensch provides advice on superannuation, insurance, wealth management, and retirement planning. He can help you with investment strategies and create personalized financial plans tailored to your specific needs.

What qualifications does Stephen Jaensch have?

Stephen holds a Graduate Diploma of Applied Finance & Investment, a Diploma of Financial Planning, and specialized training in Self Managed Superannuation Funds. He is also a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA).

How does Stephen Jaensch approach financial planning?

Stephen focuses on building long-term relationships with his clients, providing ongoing support and guidance as their financial needs evolve. He takes a personalized approach to understand your unique circumstances and create strategies that align with your goals.

What should I expect during my first consultation with Stephen?

During your first consultation, Stephen will discuss your current financial situation, your goals, and your risk tolerance. He will then outline potential strategies and solutions that can help you achieve your objectives. This is an opportunity for you to ask questions and get to know Stephen's approach to financial planning.

Can Stephen help me with my superannuation?

Yes, Stephen provides comprehensive superannuation advice, including guidance on fund selection, contribution strategies, and retirement planning. He also has specialized training in Self Managed Superannuation Funds (SMSFs).

Get in Touch

Contact Stephen directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.