Products

We are Jameson Financial. On your side. Always.

We can conduct a full Financial Review for you where we assess your needs and circumstances, establish your goals, and help you implement a long-term financial plan. As part of this process, we may recommend certain products.

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Our Products

Life Insurance
Life Insurance
If you have a family, dependants, a mortgage on your home, an investment property or a business it is essential that you insure yourself against the financial impact of terminal illness or death.
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Serious Illness Cover
Serious Illness Cover
Beyond obvious concerns, a serious illness diagnosis can have a detrimental impact on your financial wellbeing. An extended absence from work, possibly without an income is often a consequence of being diagnosed with an illness like cancer, heart attack or stroke.
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Income Protection
Income Protection
Income Protection Insurance provides a replacement income if you suffer an accident or illness and are unable to work. It is also commonly known as Permanent Health Insurance or PHI (‘permanent’ because it provides a constant income)
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Mortgage Protection
Mortgage Protection
If you have a Mortgage on your own home, you are obliged to take out Life Assurance to cover the loan amount. Aside from the obligation, this is really valuable cover since the outstanding mortgage amount is cleared in the event of the death of one of the Lives Assured, leaving the surviving partner with full unencumbered ownership of their home.
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Retirement Planning
Retirement Planning
Whether you are considering starting a new Pension Plan or wish to review your existing Pension arrangements, Jameson Financial will give you the right advice.
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Investments
Investments
Whether it's Regular Saving, Annual Gift Tax Exemption Regular Saving, or Single Premium or Lump Sum Investing, we have you covered.
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Keyman / Partnership Insurance
Keyman / Partnership Insurance
The future success of a business is often dependent on a few key people. A keyperson is any “key” employee, director, shareholder or consultant on whom the business depends for its continued success or existence.
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Lump Sum Investing or Regular Savings Plans
Lump Sum Investing or Regular Savings Plans
Jameson Financial can advise you on investing your money. We assess your needs and circumstances, establish your appetite for risk and then put a medium to long term strategic investment plan in place.
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