
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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Dream It, Plan It, Live It: A Life Without Regrets
Life is about choices—the choices we make today shape the life we live tomorrow. Too often, people look back with regret, wishing they had taken a different path, spoken up, or simply allowed themselves to enjoy the journey. But the good news is, you have the power to shape your future. By planning with intention,…
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Five ways to fix the biggest financial mistake Aussies make
Two in five Australians say they are not on track to meet their long-term financial goals, according to new research from Colonial First State (CFS)1. When they were asked why, there was one thing the majority struggled to do. Read on to learn more, as well as practical tips to help you get back on…
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Cost of aged care at home
Watching your ageing or frail parents or loved ones struggle with some of life’s basic activities such as cooking, cleaning or caring for themselves can be difficult – and yet they will invariably want to retain their independence and live in the comfort of their own home as long as possible. It’s at this point…
