Jigsaw Private Wealth

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We specialise in providing holistic and individually tailored advice that helps to improve the personal lives of our clients by appropriately positioning and protecting what they have today, planning for what they want in the future and how to best achieve these goals. 

Jigsaw Private Wealth

Your Trust Is Our Priority

At Jigsaw Private Wealth we believe trust is our single most vital principle. We believe that trust is a product of a strong relationship, which is why we are committed to understanding your goals and how we can help you achieve them.

Jigsaw Private Wealth benchmarks itself against industry peers to ensure our advice and service represent value for money. We are always looking for ways that we can create savings that we can pass onto you.

Your privacy is of the upmost importance to us. We understand the leap of faith it takes to entrust your financial needs to a financial advisor and have ensured that the technology, systems and processes are in place to keep your information secure and private.

Need An Advisor?

Each of our advisors brings a unique perspective to financial planning, shaped by their years of experience. You can rest assured that we will be able to find the best solution to every financial question. 

Our Team

Lynne Ross

Lynne Ross

Founder, Financial Adviser

Greg Cail

Greg Cail

Financial Adviser

Franco Theuma

Franco Theuma

Financial Adviser

Adrian Portia

Adrian Portia

Financial Adviser

Our Services

Retirement Planning

Pre and Post Retirement planning is an important part of your overall Financial Planning.

Aged Care

We are here to help take the guess work out of planning for the care of your future.

Financial Planning

We will help you develop strategies to manage your financial affairs and meet your life goals.

Personal & Business Insurance

We are able to advise you on the best Personal and Business Insurance to suit your needs.

Wealth Creation

We are able to tailor wealth creation strategies to the individual needs of each of our clients.

Superannuation

We can help you grow your Superannuation balance so you have the best retirement outcome.

Estate Planning

We are here to ensure that your assets are distributed in a way that is effective and as exactly as you wish.

Centrelink Advice

We are able to provide assistance and advice on strategies that will ensure you maximise your retirement benefits and entitlements.

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From Our Clients

“My wife and I were introduced to Lynne 17 years ago and it has proved to be an opportune introduction. She has been a proactive, astute and well versed financial advisor and our respect for her and her company has grown over the years. Sound advise has been personally tailored to our individual reqirements and has resulted in Financial Security for our retirement. We would be happy and confident to recommend Lynne and company to anyone seeking financial advice or any facet of the company.”

Kevin & Rosemary

“We have always found the staff at Jigsaw Private Wealth to be professional, courteous and very understanding. We have had the pleasure to deal with Greg and he always takes the time to explain, in detail, the minefield of superannuation products we have invested in. We have highly recommended Jigsaw Private Wealth to a few of our family and friends.”

Toula

“I was very impressed by Jigsaw and found them very professional. Adrian was extremely professional, knowledgeable and very easy to talk to. Adrian explains everything in lots of detail, and I wouldn’t have any problems recommending him and Jigsaw to my friends.”

Terry

“Adrian as my financial planner has been an absolute joy to deal with.  The information and assistance he has provided, always makes it easier for me to make decisions regarding my future financial status.  I have already recommended him to family and friends.”

Helen

“Having known Adrian Portia for 13 years, we have enjoyed his helpful and professional advice regarding our financial affairs, and look forward to future involvement via Adrian at his current role at Jigsaw.”

Mart and Pauline

“Franco is extremely thorough with his work and very informative.  Franco does not leave you feeling as though you are guessing on how your finances are invested as he explains everything in depth. Additionally, Franco was very accommodating with appointments and regularly checks in with you to see how you’re going and if you have any questions re your finances.  Franco showed genuine support and honesty throughout the whole process.”

Marie

“Adrian is a very valuable person to me and for my financial needs. He has a very affable manner that puts you at ease. Adrian takes the time to understand your situation and to help put a customised plan in place for your particular goals and needs.”

Louis

“A special thanks to Jigsaw Private Wealth for all the information and assistance we received and the professional process that we went through.

A very special thank to Adrian Portia. We will be recommending to all who require financial advice.”

Ray

“Lynne reviewed our financial and investment arrangements and found that it needed an overhaul. She carried this out and it resulted in being a great advantage in our retirement.

We received much needed advice from her and it turned out to be quite beneficial.

We have a very good relationship with Lynne and would recommended her to anyone seeking her help with their requirements. We have been with Lynne for many years now and are very satisfied. Thank you Lynne.”

Bob and Carole

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