Exploring Your Potential: 8 Steps to Retire Right in 2025

by JBS Financial 16 Jan 2025

Now we have kicked off a new year, the holiday season offers an ideal moment for reflection, planning, and exploring your full potential. At JBS Financial, we believe this transition is a valuable opportunity to not only celebrate your achievements but also to set purposeful goals for your future—particularly as you work toward a secure […]

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Three simple steps for financial wellness

by JBS Financial 15 Jan 2025

If money’s too tight to mention, here are some small steps that can make a big difference in achieving your financial goals. How would you rate your level of financial wellness? Do you think you’re in a good position to meet your immediate and near-term financial obligations? What about your long-term goals? They’re tough questions, […]

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Aged care fee changes – what you need to know

by JBS Financial 1:54 pm 10 Jan 2025

After a long wait, new legislation which is aimed at reshaping how aged care is delivered and funded in Australia has been passed. Like most countries … [ read more ]

How to overcome a financial setback

by JBS Financial 11:35 am 20 Dec 2024

When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved more.” … [ read more ]

How to review your SMSF investment strategy

by JBS Financial 11:35 am 20 Dec 2024

Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy. These requirements … [ read more ]

Tips for boosting retirement savings and investments in a lower-for-longer world

by JBS Financial 11:35 am 20 Dec 2024

Retirees now face a bold truth: investing in traditional safe haven assets do not provide the returns they once did. So, where to from here? The first … [ read more ]

How to plan for the unexpected

by JBS Financial 11:35 am 20 Dec 2024

It’s an unfortunate reality, but all of us will face a crisis at some time. We have no control over what kind of crisis hits us. But the impact on us … [ read more ]

What happens if you need to become a carer?

by JBS Financial 11:35 am 20 Dec 2024

You’ve made plans, set a budget and financial goals; you’re ready for anything, right? But what happens if a loved one is in an accident or your ageing … [ read more ]

A new year, a new decade – it’s time to retire!

by JBS Financial 11:35 am 20 Dec 2024

5 things you need to do to ensure you are ready for retirement Some of us dream about the day we can finally retire and do all the things we never had … [ read more ]

Essential checklist for the end of financial year

by JBS Financial 11:35 am 20 Dec 2024

The end of financial year on 30 June is a good time to take stock and get your finances in order. Being prepared, reviewing your super contributions and … [ read more ]



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