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Ask Josie A Question

Please don’t be shy. This is your chance to get free financial advice from a Certified Financial Planner without the sales pressure? I’m always happy to answer questions from people who visit my site and strive to get back to you as quickly as possible.

Perhaps you have a question about personal finance or another topic like investing or super. Maybe you just need a strategy or two on saving money, retirement, taxes, wills and estate planning or just want a second opinion.

I know disclaimers are everywhere, but it is very important that you understand that in preparing any advice, I have not taken into account your particular objectives, financial situation or needs.

Investors and individuals who have sought advice from this website should, before acting on the information, consider its appropriateness having regard to their personal objectives, financial situation or needs.

I always recommend you should obtain financial advice specific to your situation before making any financial, investment or insurance decision from a qualified financial planner or relevant professional.

In other words, you may need to make an appointment to see an expert and have a very detailed discussion that covers every aspect of your personal and financial life. So now that I have that out of the way, I look forward to receiving your question (and the challenge of answering!).

Remember this is a free service. All we ask is that you tell all your friends, family and your work mates about www.askjosiekay.com.

Thanks for your support and wishing you happy money organisation. Josie.

In case you are wondering. Josie Kay is an authorised representative of Professional Investment Services, ABN 11074 608 558, an Australian Financial Services Licensee No. 234951.

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