Based at Tuggerah on the Central Coast, Key Concept Financial Solutions have been assisting local families, individuals and business owners to make clear concise decisions with all matters relating to their Personal Insurance, Superannuation, Retirement Planning and Investments for over 35 years. The team at Key Concept has a combined experience of over 40 years in the industry, so between us there is not much we haven’t encountered. Our drive comes from the mantra “Our Clients Best Interest Is Our Only Interest” we deliver this by placing your needs ahead of anything else with our Service. We pride ourselves on helping educate our clients so they understand what they are doing financially, this in turn we have found makes our clients more comfortable and confident with the choices they make, if this sounds like the path you would prefer to be on then contact our friendly staff today!
Jean-Paul (JP) Seear (Principal, Investment & Personal Risk Insurance Specialist)
Jean-Paul (JP) holds a Graduate Diploma in Financial Planning and Diploma in Insurance broking with over 25 years’ experience and provides holistic solutions in both financial planning and general insurance. He enjoys problem solving and providing solutions to assist his clients in making informed decisions about their financial needs and risks. JP is self-motivated, entrepreneurially minded, meticulous about the work he delivers and able to develop strong relationships with his clients.
JP is very passionate about the financial services industry and thrives on helping his clients develop and implement comprehensive financial strategies. JP specialises in business insurance and focuses on small to medium sized companies managing their risks and claims handling. His areas of expertise in financial planning include – SMSF/super investment management; estate planning; wealth protection; pre/post retirement planning; investment planning (shares/ETF/managed funds/property) as well business continuity planning (Keyman and Buy & sell).
In his spare time you will find him either playing golf, sailing or spending quality time with his family.
Contact us today.
Ivana Pe (Office & Client Relation Manager)
Ivana has over 20 years in the financial services industry. Ivana’s philosophy is “no task is too small and no challenge too big”, ensuring that your needs be placed ahead of anything else and making challenging tasks a breeze. Ivana is always smiling and looking for anyway to improve the outcome for whomever she assists. Client focused and always ready to help. Contact us today to know your needs are being well cared for.