About us

Who we are

We are a financial planning business based in Bella Vista who are passionate about helping businesses and individuals achieve their financial and lifestyle goals.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

Jigar Shah

Certified Financial Planner | Accredited Mortgage Consultant

Carina Absell

5 months ago

Jigar has been absolutely amazing when assisting my partner and I secure financing for our dream home. He takes the time to understand our financial situation and what we are trying to achieve. Jigar is always so responsive and reliable! I would recommend his services to everyone!

Brandon Bon

5 months ago

Jigar and the team at JP Financial advisors are the best in the business. Jigar has made the process of applying for our first home loan a quick and seamless reality. Jigar is highly knowledgeable and works around the clock to make the whole process easy and hassle free. I cannot thank Jigar enough for his help and will always recommend him to others looking for help too.

Nikki Koroglu

5 months ago

My family and I have been working with JP financial advisors for over 10 years. Services have included retirement planning, super managment and as our broker for home loans. Jigar is friendly, efficient, transparent and always has time to answer the 101 questions we have had. I would highly recommend all services JP financial Services provide. You will be in safe hands eyes closed.

Selvaarn

a year ago

I am delighted to share my positive experience working with Jigar as my broker. Throughout our collaboration, Jigar has consistently demonstrated a high level of commitment and professionalism. One of the standout qualities is his unwavering availability and willingness to be there every step of the way.

Bernard Crocker

a year ago

I have been using the services of JP Financial Advisors for many years and Jigar has provided us with regular updates, support and good sound advice whenever necessary. We now meet face to face once per year as our investments managed by Jigar are doing reasonable well. I recommend JP Financial services as they make it easy to invest and manage our retirement savings

J from Oz

a year ago

I highly recommend Jigar and his team at JP Financial Advisors. Jigar has been our financial planner for over 10 years and has been instrumental in building our wealth and growing our retirement savings. He has provided us with regular updates and good sound advice, and we meet at least once a year. Jigar is also a mortgage broker is able to find you the best rates.

Raymond Duong

a year ago

I would like to give a big thank you to Jigar Shah and JP Financial Advisors for helping me purchase our first property.

I felt very overwhelmed and anxious when looking for the best loan product to purchase my property. I didn’t even know where to start or what to look for when comparing and applying for loans.

When I sought Jigar’s expertise to help me apply for a loan, he immediately took all the pressure off my shoulders by providing a comprehensive and friendly service. His attention to detail when explaining each step of the process can’t be commended enough. He literally held my hand and and answered all my questions throughout the duration of the application from start to finish.

If anyone wants professional assistance to apply for the best loan possible, and let an expert do it for you, I would recommend Jigar Shah. He will guide you all the way.

Raquel

a year ago

Highly recommend JP Financial. Jigar is extremely knowledgeable and really cares about providing the best solution for your financial needs. We found JP Financial to be professional, reliable and quick to respond.

Luke Basha

a year ago

Jigar is a fantastic broker. He helped make the process easy to refinance so I could make a new purchase. Very knowledgeable and proactive!

Jodie Sykes

a year ago

Jigar and his team are fantastic. Quick responses to any questions or issues. Works hard to get the best deal for the customer with lenders. Experienced and knowledgeable. Highly recommend.

Mark M

a year ago

Professional and great service. Thank you Jigar

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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