Ten things to know before gifting wealth
by JBS Financial 13 Mar 2026
What if you opted to give a present that could help shape the financial future for yourself or your loved ones? Before you make that transfer or sign over an asset, it’s important to consider the opportunities, risks and rules that come with financial gifts to ensure you avoid any unexpected surprises along the way. […]
READ MOREWhy Australian Women Feel Less Confident About Retirement — Five Key Insights
by JBS Financial 25 Feb 2026
Recent research from AMP’s Retirement Confidence Pulse has highlighted a growing divide in how Australians feel about life after work. While many people are looking ahead to retirement with uncertainty, women are consistently reporting lower confidence and higher levels of financial worry than men. Below are five key findings from the research; and why they […]
READ MOREby JBS Financial 12:05 pm 25 Feb 2026
As we move closer to retirement, our priorities naturally begin to shift. It’s no longer just about building wealth for ourselves, it’s about preserving … [ read more ]
by JBS Financial 2:36 pm 15 Feb 2026
The start of the year is a good opportunity to take decisive financial steps The new year can often be a trigger point for many people to review their … [ read more ]
by JBS Financial 2:34 pm 15 Feb 2026
Technology has made everyday life easier. We take photos without thinking where they’re stored, pay bills without opening a drawer and carry our financial … [ read more ]
by JBS Financial 12:04 pm 02 Feb 2026
Retirement is often imagined as a finish line, but in reality, it’s a transition. One that works best when you’ve taken the time to prepare, ask questions, … [ read more ]
by JBS Financial 12:00 pm 02 Feb 2026
Here are three simple steps to create a budget that involves paying yourself before paying your bills. To achieve our financial goals, we need to know … [ read more ]
by JBS Financial 2:09 pm 16 Jan 2026
The start of a new year or even a new season often brings a renewed sense of possibility. Fresh intentions. New aspirations. And a quiet hope that this … [ read more ]
by JBS Financial 2:02 pm 16 Jan 2026
What role will an inheritance play in your long-term wealth strategy? If the ballpark numbers are at least remotely close, the amount of assets set to … [ read more ]
by JBS Financial 5:29 pm 18 Nov 2025
By Jenny Brown, CEO – JBS Financial The festive season is nearly here — lights are sparkling, calendars are filling up and the excitement is building. … [ read more ]