Jessica Robinson

To support others in achieving their goals by helping them to make positive choices, through this I live a balanced life and I am rewarded by watching those around me grow, both in my professional and personal life.

I enjoy working with people who have gotten to a certain point in their life, who have worked hard and are wanting to plan and put things in place for the future. It is about helping to take people from a different time to a smoother future, by providing good quality support and advice to people. I enjoy building trusted relationships with my clients, as this helps me to better understand you, your needs and goals, in order to provide tailored advice that suits you.

I have helped clients with:

• Planning for your retirement.
• Growing and protecting your wealth.
• Protecting you and your loved ones financially from a sickness, injury, or life event.
• Budgeting and cash flow management.
• Growing your Superannuation and Investments.
• Social Security.
• Reducing debt.
• Setting personal and financial goals.

I service clients at all ages and life stages throughout the Central West NSW, including Bathurst, Cowra, Dubbo, Lithgow, Orange, and surrounds.

I bring over ten years of experience in the financial services industry and working over seven years as a Financial Advisor. My qualifications include a Bachelor of Agricultural Business Management, Graduate Diploma of Financial Planning, Advance Diploma of Financial Planning and Diploma of Financial Planning. I am a certified Mental Health First Aider. And, a member of the Association of Financial Advisers (AFA).