Turning 60: Is It Time to Think About Retirement Planning?

by JBS Financial 05 Sep 2024

Hitting the big 6-0 in Australia often brings mixed emotions. It’s a milestone that can be both exciting and a bit daunting—for many, turning 60 marks the beginning of a new chapter—where thoughts naturally drift towards retirement. But what does that actually look like in today’s world? Retirement means something different for everyone, and the […]

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How do Aussie women’s finances stack up?

by JBS Financial 05 Sep 2024

Planning for retirement is a daunting task and many Australian women lack confidence in financial decision making. Fortunately, there are some small steps women can take today to make a positive difference to their future. It’s probably no surprise to hear that Australian women often retire with less money than their male peers. New research* […]

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How old is too old for insurance?

by JBS Financial 8:59 am 05 Sep 2024

Protecting your income during your working years makes sense. But once you – or your parents – grow older, is life insurance still important? We take … [ read more ]

Navigating Financial Decisions for Aging Loved Ones

by JBS Financial 9:58 pm 25 Aug 2024

By Jenny Brown – CEO As our loved ones grow older, whether it’s our parents or spouses, there comes a time when we may need to step in and help … [ read more ]

Is it worth salary sacrificing into super?

by JBS Financial 8:10 pm 23 Aug 2024

Let’s explore the ins and outs of salary sacrificing into your super and help you determine if it’s worth considering as part of your financial … [ read more ]

A guide to active and passive investing

by JBS Financial 8:11 pm 21 Aug 2024

Investment funds can be broadly split into two categories – active and passive. And while both options play a part in an investment portfolio, it’s … [ read more ]

Decoding cognitive biases: what every investor needs to be aware of

by JBS Financial 8:02 pm 21 Aug 2024

Common human biases that investors should understand when it comes to investing is extremely important. These biases are ingrained in human nature, leading … [ read more ]

Making the Move to Aged Care: What You Need to Know

by JBS Financial 5:31 pm 10 Aug 2024

When it’s time to look into aged care for mum or dad, the task can feel overwhelming. Having personally navigated this process and assisted many clients … [ read more ]

How to protect yourself from super scams

by JBS Financial 5:30 pm 10 Aug 2024

Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. A super scam is when someone tries to … [ read more ]

From Separation to Stability: A Financial Checklist for Moving On

by JBS Financial 5:23 pm 10 Aug 2024

Five key financial steps to take after a relationship breakdown. The unfortunate reality is that relationship breakdowns do happen, and they often bring … [ read more ]



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