We are all very proud and excited about Jenny’s achievement so we asked her a few questions to give us a greater understanding of what this means to her.

What was it like when you heard your name called as the 2013 AFA Adviser of the Year?

Totally amazed and overwhelmed! I’d hoped that it was my year especially with all the work that myself and the JBS team had put in over the past 12 months. It was probably the most surreal experience of my life.

What will the award mean for JBS in the coming 12 months?

It will provide us with a huge opportunity for growth in the future as well as exposure to further potential clients. We see the award as not only recognition of the hard work we have previously put in but also as a motivator for the future. We are constantly striving for improvement and want to ensure that our clients are always well informed, educated and feel loved and valued by us.

The award process examined every aspect of our business,  including financials, business processes, succession planning, client satisfaction and team engagement.  The feedback we have been able to obtain through this is fantastic and will allow us to continually improve in all areas.  As we did last year where I was a finalist, we again plan to examine the results from these survey’s and then look at what we can do to improve on what we do.

What did you do to achieve this award?

A lot of hard work but it wasn’t just me. The JBS team are fantastic support. We all work hard but also have a lot of fun along the way. My aim was to create a work environment that promotes a balance of professionalism, hard work and career progression with a good level of fun to provide a workplace that everyone wants to come to work.

My wonderful clients also had a hand in this award as without them, I wouldn’t be able to do what I do. They are the driving force of why we are here and we never forget that. We aim to provide the highest level of service to our clients and the survey’s completed reflect that we are achieving this.

Would you like to say anything further?

I want to thank both AFA and Zurich for holding the award. The process is extremely involved and is at a caliber that ensures all chosen finalists are at the highest level within the industry . The award promotes quality advise to all Australians which is something I am  very passionate about myself.

Jenny’s done it! It’s her year!

We are so excited to announce that Jenny Brown was announced 2013 AFA Adviser of the Year. This award recognises all the hard work and dedication that Jenny and the JBS team have shown over the past 12 months to provide the highest level of service for our clients.

Jenny’s aim for the coming 12 months is to build on the success and further improve and innovate the way in which we interact with our clients. In addition, she aims to elevate the level of professionalism within the financial planning industry.

JBS Financial Strategists are excited to announce that we have chosen Make-A-Wish^® as our charity of choice.

Our first donation has already contributed to a child’s wish coming true like Cooper’s wish to go to the theme parks on the Gold Coast.  We look forward to helping many more children like Copper achieve their goals and have some fun along the way.

Cooper’s Story

Cooper was only five years old when he was diagnosed with Wilms’ tumour.  It was the first day of his first school holidays, when he told his mum, Jacqui, that he had a tummy ache.  The very next day the family received the shocking news that Cooper had cancer.

It was during Cooper’s chemotherapy treatment that a hospital social worker told Jacqui about Make-A-Wish^®.

After several discussions it was clear that Cooper wanted to go to the Gold Coast theme parks more than anything else.

The Make-A-Wish team planned Cooper’s wish perfectly, right down to the finest detail.  Finally when he was well enough it was time for his wish to be granted.

Whilst on the Gold Coast Jacqui recalls that the family ate Cooper’s favourite – Chinese food – almost every night! “Cooper got to make all the decisions whilst we were away because we told him it was his wish!”

The family visited Australia Zoo and Movie World, where Cooper got to meet Batman, all as part of the wish. Jacqui said, “These came an equal first in Cooper’s highlights.”

Today Cooper is doing really well.  He is in Year One and the time he missed from school during his treatment has not hampered his progress at all.

To the people who made this all possible Jacqui says, “We are very grateful!  The wish gave us, and more importantly Cooper, a positive ending to a difficult time and he often brings up memories from the trip.”

The aim of Make-A-Wish^® is to grant the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.

So if you’re looking for a charity to support, we hope that you too consider Make-A-Wish^®