Legacy and the Value of Advice: Building Confidence Across Generations

At JBS Financial, we believe your financial legacy begins the moment you decide to take control of your finances and engage with professional advice. Because when you build clarity, confidence, and structure around your wealth, that impact ripples through generations.

When people talk about leaving a legacy, they often think about wills, estate plans, and what happens when they’re no longer here. But your legacy isn’t just what you leave behind; it’s also the wisdom, habits, and values you pass on while you’re living.

The Living Legacy of Financial Advice

Financial advice isn’t just about managing investments or preparing for retirement. It’s about creating a sense of stability, confidence, and purpose that extends to your loved ones.

The 2025 Value of Advice Index, commissioned by the Financial Advice Association Australia (FAAA), found that Australians who receive financial advice enjoy a higher quality of life, stronger financial confidence, and far greater satisfaction than those who don’t.

• 94% of clients say their adviser helps them make better financial decisions.
• 96% agree that advice provides more value than it costs.
• 93% say their financial literacy has improved through the advice process.
• And Gen Y, in particular, continues to show the most substantial gains in quality of life and financial confidence, proving that advice benefits every generation, not just those nearing retirement.

“The true value of advice goes far beyond numbers on a balance sheet. It’s about the confidence and connection that comes from knowing your future, and your family’s future, is in good hands.”
— Jenny Brown, CEO, JBS Financial

Passing on the Value of Advice

There’s no greater gift you can give your family than financial knowledge. When your children and grandchildren see you working with a financial adviser, they learn by example. They begin to understand how planning, saving, and investing can shape their opportunities and reduce financial stress.

This shared experience can spark meaningful conversations about money, ones that encourage younger generations to make smart decisions early, seek guidance, and develop their financial literacy.

Your advice journey can become part of your living legacy, a story of financial empowerment that inspires the next generation to build on your progress.

Leaving a Legacy, Living Your Values

Estate planning is one side of legacy; it’s about protecting your family when you’re gone. But a living legacy is about demonstrating how thoughtful financial decisions can create opportunity and well-being now.

Your adviser can help you:
✅ Align your wealth strategy with your family values and goals.
✅ Create financial structures that support multiple generations.
✅ Incorporate philanthropy or giving back as part of your broader legacy.
✅ Educate younger family members on money and investment fundamentals.

When done well, legacy planning isn’t just about what you leave behind; it’s about what you live for.

What’s Next?

The value of advice lies in the clarity, confidence, and peace of mind it creates for you, your loved ones, and your future.

📞 Let’s talk about the legacy you want to create—both for today and for tomorrow.
🔗 Contact the JBS Financial team today and start building a living legacy that lasts beyond a lifetime.

Sources:

• Financial Advice Association Australia (FAAA), 2025 Value of Advice Consumer Research Report
• FAAA Value of Advice Index 2025 Infographic