Mark Lockhart, AFP®

JAM Financial Planning is a professional financial advice practice which for ten years has been driven by our clients’ needs and goals. Drawing on more than 25 years of experience, we will provide quality advice and on-going personal care for you and your whole family through effective implementation whilst integrating external professional services to provide a total financial solution.We believe that our role, where we can give our clients the most value, is in taking the time to fully understand your current position and to help you identify and prioritise what you want to achieve. We use our knowledge and skills to develop and test strategy to move from where you are now towards where you want to be while trying to anticipate and avoid the risks along the way.We believe that our role extends to providing advice and service over our clients’ whole financial life. Unfortunately some people create wealth which is subsequently destroyed because they did not take steps to protect it or it is lost in the process of transferring it from one generation to the next. One of the most significant limitations on people’s ability to achieve their financial goals is not starting early enough. Therefore we believe that your children and grandchildren should also be our clients. We are committed to helping them start planning for their future at a cost they can afford by considering your whole family as our client.We have a fee for service approach to our fee structure. Our fees will be transparent, we will only charge you for work that we actually do and we will give you options on what level of service you want and how you would prefer to pay our fees

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