When you need a will and who can help
by JBS Financial 19 Oct 2023
Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to get help. Who needs a will anyway? A will is something you might think you only need once you’re a millionaire or close to retirement […]
READ MOREElder Financial Abuse
by JBS Financial 19 Oct 2023
Elder financial abuse can happen to anyone at any time. Learn how to recognise the signs and equip yourself with the knowledge to minimise the risk of it happening to you. What is elder financial abuse? Elder financial abuse can be defined as someone you know using your funds or assets to your detriment. This […]
READ MOREby JBS Financial 4:23 pm 18 Oct 2023
Downsizing the family home is often part of the longer-term financial plans for many older Australians. But did you know that you could consider investing … [ read more ]
by JBS Financial 2:20 pm 06 Oct 2023
By Jenny Brown – CEO. Hey there, financial friends! Just as the sun peeks through the clouds and flowers start to bloom, it’s time to dust … [ read more ]
by JBS Financial 2:18 pm 06 Oct 2023
If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you. Almost 9 in 10 (89%) Australians … [ read more ]
by JBS Financial 2:16 pm 06 Oct 2023
Making sure you’re getting the best deal on insurance without missing out on the cover you need can feel like a minefield. Get to know where and how … [ read more ]
by JBS Financial 2:38 pm 22 Sep 2023
By Jenny Brown. When it comes to investing, we’re all on our unique journey, and risk is our constant companion. Think of it this way – just as … [ read more ]
by JBS Financial 2:34 pm 21 Sep 2023
Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level. … [ read more ]
by JBS Financial 10:36 am 21 Sep 2023
Having a solid budget is crucial to building financial resilience and as rising rates continue to put pressure on household finances, it could help to … [ read more ]
by JBS Financial 2:02 pm 08 Sep 2023
Discussing one’s will may not be the most comfortable topic, but it’s an essential conversation to have to ensure your loved ones are taken … [ read more ]