The Little Coasters That Hold Big Dreams
by JBS Financial 11 Sep 2026
The other day, Warren came back from a round of golf and shared a story with me that really made me stop and think. He’d been playing with a guy who told him about an unusual tradition he has whenever he travels. Every time he visits a place he really enjoys, whether it’s a golf […]
READ MOREWho Gets Your Super When You’re Gone?
by JBS Financial 26 Aug 2026
It Might Not Be Who You Think I read a recent ABC News article that stopped me in my tracks. It reported that more than 15.5 million Australians may not have a binding death benefit nomination attached to their superannuation. That means when they pass away, they may not ultimately have the final say over […]
READ MOREby JBS Financial 4:25 pm 26 Aug 2026
“I would give every cent back if it meant having Mum here.” Those words have stayed with me. Over the years at JBS Financial Strategists, we’ve … [ read more ]
by JBS Financial 9:34 pm 18 Aug 2026
If the time has come to consider a move into residential aged care, you and your family are likely to be faced with significant financial decisions. If … [ read more ]
by JBS Financial 5:06 pm 14 Aug 2026
Retirement used to have a clear picture. You worked hard for decades, stepped away in your 60s, and settled into a slower pace of life. A well-earned rest. … [ read more ]
by JBS Financial 2:04 pm 31 Jul 2026
There is a moment in many families where the conversation shifts. It is no longer about retirement holidays, downsizing decisions, or ticking off the bucket … [ read more ]
by JBS Financial 2:00 pm 31 Jul 2026
“One of the biggest misconceptions we see is that the aged care provider decides how you pay for accommodation. In reality, that choice belongs to … [ read more ]
by JBS Financial 5:24 pm 17 Jul 2026
There is a familiar pattern we see every year. As June approaches, inboxes fill, conversations shift, and suddenly tax is front of mind. Receipts are gathered, … [ read more ]
by JBS Financial 2:33 pm 02 Jul 2026
Join with Jen for a moment and let’s talk about something we don’t always say out loud. What is your relationship with money? Not your balance. Not … [ read more ]
by JBS Financial 11:13 am 22 Jun 2026
When people come to see us at JBS Financial Strategists, they’re often focused on the big questions: Can I retire comfortably? Will my money last? Am … [ read more ]