Charting your retirement adventure: Why a bucket list is essential

by JBS Financial 19 Apr 2024

By Jenny Brown As CEO of JBS Financial, I’ve seen firsthand how a bucket list can transform retirement dreams into reality. It’s not just a list of wishes; it’s a roadmap for living your best life in retirement. Over the years, many of our clients have shared their incredible adventures with us, from driving across […]

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Tailoring life insurance as you age

by JBS Financial 19 Apr 2024

Life insurance comes in many forms, and it’s important to consider tailoring your cover to suit your needs as you move from one life stage to the next. But how do you know which cover is right for you now? Singles and couples, 20s You’re young, active, and busy starting your career and enjoying life. […]

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The transfer balance cap – how does it work again?

by JBS Financial 2:11 pm 19 Apr 2024

In the 2016 Federal Budget, the Government introduced the transfer balance cap as part of a broader superannuation reform package. The transfer balance … [ read more ]

Optimising Your Retirement Finances: The Importance of Tax Planning

by JBS Financial 10:36 pm 07 Apr 2024

Retirement planning often revolves around financial aspects, but it’s essential to consider tax planning as well. As you prepare for the retirement … [ read more ]

Maximising wealth together: Super contributions for your spouse

by JBS Financial 10:27 pm 07 Apr 2024

Maximising super contributions for your spouse is a smart financial move that can benefit both your partner and your family’s long-term financial … [ read more ]

Being informed is the key to avoiding scams

by JBS Financial 10:53 pm 06 Apr 2024

While it seems we all like to think we are clever enough to outwit a scam, Australians collectively lost more than 480 million to scams last year. Every … [ read more ]

Building a Brighter Future: Essential Steps for Solo Retirement

by JBS Financial 1:34 pm 24 Mar 2024

For many Australians, retirement planning is primarily about finances. But retirement is much more than just a financial milestone. Whether you’re … [ read more ]

Six easy steps women can take to improve their financial outcomes

by JBS Financial 1:24 pm 24 Mar 2024

These empowering strategies can help women take bigger financial strides over the long term. International Women’s Day (IWD) is celebrated worldwide … [ read more ]

Taking cover in changing times

by JBS Financial 1:38 pm 22 Mar 2024

Change is a constant. Life is about change, and as we embrace each new milestone and deal with the challenges life throws at us from time to time, we grow … [ read more ]

The money conversations you need to have

by JBS Financial 4:31 pm 08 Mar 2024

Although it can feel uncomfortable, talking about money is a good thing. Get some help from the experts to start positive conversations and keep things … [ read more ]



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