Financial and Other Services

More than just tax accountants.

Jigsaw and our partners offer a variety of services to cater to many of your finance management needs. Seek in-depth financial advice to realise your personal and business goals, access quality NDIS plan management, or explore supportive resources for partners who manage tradie businesses.

Financial Services

Accumulating wealth is a way of achieving your goals in life. Our advice can get you there.

How we can help …

We can help you achieve your wealth goals.

  • Financial planning
  • Asset management
  • Mortgage broking
  • Life insurance
  • Equipment financing
  • Self-Managed Super services

And many more.

Our financial services are conducted through a joint venture with our exceptional partners at RFE Group.

Meeting your plan management needs.

Kay Rudd is experienced in dealing with NDIS providers and takes pride in providing plan management services to the Goulburn region. She manages the provision of payment to NDIS providers from your plan.

Jigsaw NDIS Plan Management

Your connection between the plan and the providers.

Tradie WAGS

Accumulating wealth is a way of achieving your goals in life. Our advice can get you there.

Info and community to suit your needs

The wives and girlfriends of tradies are often the ones who manage their finances. Our principal, Jo McCauley, believes that Tradie WAGS deserve recognition for their work and the support and information they need to do it well.