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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Navigating Risk in a Changing Market: Finding Your Investment Stride
By Jenny Brown – CEO, JBS Financial The investment landscape has always been dynamic, but in recent years, market movements have been increasingly influenced by global political events, economic policies, and interest rate fluctuations. From trade tensions and elections to geopolitical instability, these factors can create both challenges and opportunities for investors. Understanding how these…
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Moving into aged care & your 28-day decision
Moving into residential aged care is a big step, and one of the most important financial decisions you’ll need to make is how to pay for your room. The legislative rules provide clear guidelines on your payment options and the timeframe in which you must decide. With so much happening when you make the move,…
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Why a Bucket List is So Important: Turning Dreams into Reality
At JBS Financial, we believe that retirement isn’t just about financial security—it’s about living life to the fullest. A bucket list isn’t just a collection of dreams; it’s a powerful tool for defining your aspirations and creating a plan to achieve them. Whether it’s traveling the world, learning a new skill, or spending more time…
