Every client has a different situation, varying influencing factors, and a range of life goals which they hope to achieve. My role as a professional adviser is to explore all of the objectives, influences and desires in our clients’ lives, and use this information to create a framework of how to help you, the client and to give you the ‘big picture’ of what needs to be done in order to achieve it.
JBS has a well-developed process which results in the creation of successful financial planning strategies which reflect the individual requirements of each client.
Some of the services that we offer include:
Financial Planning
- Life values consulting (determining what you want in life)
- Budgeting / Savings plan / Cash flow management
- Correct loan structures
- Tax Planning
- Redundancy Advice
- Retirement Planning & Superannuation Advice
- Superfund establishment and management
- Transition to retirement and pension strategies
Self Managed Super Funds
- Establishment
- Investment Advice
- Ongoing management and Compliance
- Administration, mailing house and on-line reporting (end to end service)
Direct Share advice
Risk Insurance
- Life Insurance
- Total & Permanent Disability Insurance
- Trauma Insurance
- Income Protection
For further information please refer to the JBS website
JBS Financial Strategists is a Corporate Authorised Representative No.252571 of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). Jenny Brown (250844) is a Sub Authorised Representatives of JBS.
Professional Investment Services Pty Ltd (PIS) ABN 11 074 608 558 is the holder of an Australian Financial Services Licence (No 234951) under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.
The information contained in this blog is provided on a general advice basis only. The information has not been prepared to take into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making any investment decisions.
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