Will Cash Remain King
by JBS Financial 13 Jun 2024
Cash has been one of the best performing defensive assets over the past three years. When compared with global bonds (a riskier asset class), a typical portfolio of term deposits would have returned a cumulative 12.6% in comparison to -8.5% for global bonds over the three years to December 2023. With interest rates expected to […]
READ MOREHelping your parents financially while saving for retirement
by JBS Financial 03 Jun 2024
Many people are finding themselves in a situation where they need to provide financial support to their aging parents. Balancing the responsibility of helping your parents financially while saving for your own retirement, is no doubt challenging. Effective financial planning can help you provide for your parents while still securing your own financial future. Assessing […]
READ MOREby JBS Financial 11:52 am 03 Jun 2024
Planning for retirement is a daunting task but it’s too important not to think about – especially for women. Fortunately, there are some small steps … [ read more ]
by JBS Financial 11:51 am 03 Jun 2024
Many people are sceptical about putting their money into superannuation, and one of the most common reasons is the fear of not being able to access it … [ read more ]
by JBS Financial 5:16 pm 14 May 2024
By Jenny Brown – CEO Throughout life’s various transitions, there are critical moments when having a financial adviser in your corner can really … [ read more ]
by JBS Financial 10:26 pm 13 May 2024
By Jenny Brown Are you nearing retirement and starting to think about what financial freedom really means for you? If so, you’re not alone. Many pre-retirees … [ read more ]
by JBS Financial 11:17 pm 12 May 2024
Risk is about tolerating the potential for losses. Understanding your risk appetite allows you to make well-informed decisions about your money. For some … [ read more ]
by JBS Financial 2:45 pm 05 May 2024
While most of us strive to live long and healthy lives, this does raise a valid question: Is there a chance that you could outlive your savings? Why does … [ read more ]
by JBS Financial 2:39 pm 05 May 2024
By Jenny Brown – CEO In many of our discovery sessions, when we first meet with clients, aside from being concerned that people have enough money to … [ read more ]
by JBS Financial 2:32 pm 05 May 2024
Retirement planning can feel like navigating a maze blindfolded. With so many variables at play, it’s natural to wonder, “Will I have enough … [ read more ]