Personal & Family Planning
Insurance & Income Protection
What do you have and will it look after you adequately?
- Life Insurance
- Criticial Illness
- Heart Attack, Stroke & Cancer Coverages
- Long Term Care
- Health, Dental & Travel Insurance
Are there any opportunities being missed?
- Tax efficient investment portfolios
- Coordinating tax planning
Are you protecting your most valuable assets?
- Providing for surviving spouse & family
- Reducing Personal risk – loss of income
Estate & Life Wishes
Are you giving what you want, when you want, in the Most tax efficient manner?
- Maximize estate & tax plans
- Maximize wealth transfers
- Inheritance planning
Happy Clients Say
When I think of Janine Oliver the first word that comes to mind is professional. I have had several dealings with Janine and she is always honest; efficient and professional.Isnt that what you would like in a financial advisor? If you leave a message she gets back to you quickly and provides you a quote in a very timely manner.
I have also referred Janine's service and they are happy customers as well.
Janine is also very giving of her time to speak at various groups to help their members get a handle on their finances.
I know if you choose to deal with Janine you will not be disappointed.
Janine is the ultimate caring professional when it comes to talking about setting yourself up for financial success. Janine guided me through setting up a corporate health spending account to take advantage of services to keep me healthy as the CEO while maximise the tax advantages of doing so. I highly recommend Janine, she listens, only offers the products that would really work for you, and is a nurturing guide along the way.
Janine is honest, friendly, helpful, knowledgeable and not too pushy! Her passion for helping people with their finances really shows. Thank you for the help, Janine.