Your Dreams,
Our Guidance,
Your Future.
It’s time to bridge the gap between your goals and your reality with a financial advisor partner you can trust.
At JBS Financial, we aren’t just advisors – we are your trusted partners along your financial journey.
You deserve practical guidance that empowers you to align your lifestyle with your financial dreams. Our dedicated team offers you holistic strategies, tailored to your unique needs to foster a future of security, purpose and fulfilment.
Financial guidance is about much more than just numbers.
It’s a life-long journey to achieve your goals.
How we guide you toward your dreams
First, we listen, next, we tailor, and then we act. You’ll never be left with a one-size-fits-all solution.
Your financial partner for life
We believe that your finances are a tool to fund the life you dream of – and we are here to guide you every step along the way.
Who do we work with?
We are looking to support busy pre-retirees and retirees facing uncertainty about their future and who want to delegate their financial and retirement planning to a trusted partner.
Our mission is to simplify the complex financial landscape and ensure you have the necessary systems and structures to confidently pursue your dreams. While you personally may go through this financial journey once, we navigate it for our long list of beloved clients every day.
That’s how we can offer our valuable experience to help you secure a brighter future.
What our customers have to say
We take great pride in providing high-touch service and fostering close-knit relationships with our clients to transform a potentially stressful journey into one of compassion, connection, and results.
Our Unique Approach
Our unique approach begins with us listening to your voice and your aspirations. Dream big because this aspiration will serve as a north star, guiding our financial and retirement advice so we can help you achieve your goals on time and on purpose.
Our individualised, hands-on financial advice strategy focuses on your path only – we don’t believe in one-size-fits-all solutions. In partnership with you, we will create a holistic framework that outlines and facilitates simple, actionable steps to ensure a smooth and secure journey towards a purpose-driven financial future.
All the latest in Finance and Lifestyle Management
Knowledge is power, so keep up to date on the latest financial news
and information at the touch of a button.
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Retirement Confidence: Why Planning Today Secures Tomorrow’s Dreams
At JBS Financial, we believe that to Retire Right, preparation is essential. As the saying goes, “If you fail to plan, you plan to fail.” This truth is increasingly evident as retirement confidence among Australians continues to decline, underscoring the importance of seeking financial advice to achieve a secure future. The Confidence Gap: Then vs…
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‘Tis the season for wise spending decisions
As the festive season approaches, the allure of holiday spending looms large. From gifts to travel, Australians are expected to spend significantly, with an average of $1,680 anticipated for Christmas 2024—a figure reflecting rising costs compared to recent years. While the joy of giving remains at the heart of the season, managing holiday expenses wisely…
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Building a Legacy: Setting Up Superannuation for Grandchildren in a Family SMSF
Self-managed super Funds (SMSFs) are a popular way for families to gain control over their superannuation savings, build wealth, and encourage financial literacy. At JBS Financial, we’ve recently seen an increase in enquiries from grandparents interested in establishing superannuation balances within their SMSFs specifically for their grandchildren. While potentially beneficial, this approach brings a unique…
