How Can We Help Your Children?

Well it’s been a busy month here at JBS, with some exciting changes bringing even more products, services and value to our beloved clients!

A New Service for your family!
We  are very excited to announce our new service for our valued clients, or  more specifically, for your children.  We spend so much time speaking
with you, our clients, about securing your financial future, and we have realised that part of this includes ensuring your children are on the right path to financial independence and security.

It’s never too early to start maximising your earning potential, and we would like to offer, at our cost, financial planning advice to all of our client’s children who are under 30!

There is a lot of talk these days about which direction Gen Y are heading in with their finances, so we would like to help to ensure your children are on track and have some sound advice to consider.  We will meet with them and provide a strategy tailored to their individual situation, which will hopefully help gain their financial independence.

Please pass this link onto your kids and contact us for more details. We look forward to discussing this with you.

A night with an Olympian!
JBS will be hosting an evening with Olympic Gold Medalist, Duncan Free, who was badly injured when he was struck by a car while cycling in preparation for the 2012 London Olympics.

We would like to invite 25-40 year old clients and prospects to join us at Oriental Tea House in Chapel Street for a casual dinner with this
inspirational speaker to give an impartial overview on the importance of protecting what you are building in life.  Please contact Elly Parker if you would like any further information.

A New Adviser
We would like to introduce Gurbinder Gill who has joined JBS as a Senior Adviser.  Gurbinder comes to us from managing his own successful financial planning business, where he realised that to continue to sustain a high level of service, he needed to be better supported from a well structured and highly recommended practice.

He approached us based on our reputation in the industry, and after the necessary due diligence we concluded that he would be a great addition to the JBS team, especially providing mentoring and training to the junior staff members.

A New Tenant
We also welcome Monica van Riet to the JBS office, where she will operate her Mortgage Choice franchise and be able to assist all of our clients with extremely competitive full service loans.  Please contact us if you would like and more information, and make sure you drop in and say hi to both Gurbinder and Monica next time you stop by.

As always, we thank you for your ongoing commitment and support to JBS, and look forward to talking to you soon.