When an Inheritance Arrives: The Money, The Emotions and What Happens Next
by JBS Financial 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 helped many clients navigate the practical side of receiving an inheritance. But what often surprises people is that inheriting money isn’t usually about money at all. It’s about grief. […]
READ MOREAged care and your SMSF: 5 things you should consider
by JBS Financial 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 you have a self-managed super fund (SMSF), there can be an extra layer of complexity. The good news is that planning ahead and financial advice can provide choices […]
READ MOREby 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 ]
by JBS Financial 2:18 pm 18 Jun 2026
Let me share a story with you. I’ll call them Sam and Margaret. After more than 60 years together, Sam’s health had started to decline. What began … [ read more ]
by JBS Financial 4:00 pm 01 Jun 2026
End of Financial Year (EOFY) is a good time to show your super some love. EOFY often gets us thinking about money and your super deserves its moment too. … [ read more ]