Complexity Simplified
"It’s the way my brain functions. – I see the problems and I simplify them for the client..."
Jose Mingo established JMM Financial Planners in 1990 to combine his passion for financial matters with his natural ability to make the complex more simple.
By the end of 1999 Jose attained his Certified Financial Planner® qualification which is the highest qualification you can get in the field.
Continued education and upskilling has seen further specialisation areas such as Retirement Planning, SMSF, Estate Planning and Aged Care.
If you're looking for jargon free advice that eliminates the complexity so you can focus on what's really important - then have a chat with Jose.
Why Clients Choose JMM Financial Planners
- Jargon free financial advice
- We focus on providing simple solutions to complex problems, not selling a product.
- Jose is a Certified Financial Planner practitioner
- We build long-term relationships based on trust by providing advice that stands the test of time
- We treat your situation like as if it were our own. We're not driven by margins or investment assets and we pride ourselves on finding the best outcomes for you.
Common Question Answered...
Do You Offer A Free Initial Session?
Is there A Guarantee?
Are Our Sessions Confidential?
What Does It Cost?
Call: (03) 9329 3333
JM Mingo and Associates Pty Ltd ABN 16 060 440 342, trading as JMM Financial Planners, Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licensee and Australian Credit Licensee.