Jess Curtis

Potential Private Wealth

Bronze

9 Yrs Experience

Walkervale, QLD 4670

About Jess
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I bring with me a wealth of experience in the financial services sector through industry experience commencing in 2012 along with post-graduate studies, having achieved a Master of Financial Planning in 2018.

I pride myself on delivering high quality, holistic advice and building trusting relationships with my clients.

I have a certain ability to explain the most complex strategies and concepts in a manner that is easy to understand – something that can be quite challenging considering there really is nothing simple about money management.

I believe what sets me apart is that I am an out-of-the box thinker who will call on any and all resources available to me to optimise my clients financial position.

I truly love what I do and am passionate about the peace of mind that good quality tailored advice can provide to my clients.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Tax Strategies
Wills & Estates

Initial consultation fee of $450 (if you do not proceed with advice).

Initial and ongoing advice fees are dependant of the scope and complexity of advice. All fees are very clearly set out, before you incur them.

I offer one-off and adhoc advice.

5.00 April 2020

Jess has given me advice in areas surrounding income and finances during these trialling times. Jess understands what she is talking about and is super passionate, which is one of the many reasons I trust the advice she gives. Jess reaches out with the right information at the right time. I would highly recommend her to anyone I know.

5.00 April 2020

Jessica has gone out of her way to educate others on the financial crisis currently happening due to covid19. Her clear and precise information has assisted greatly and I look forward to getting further advice from her in the future.

5.00 March 2020

Jessica gave me advice regarding government assistance in the current corrona pandemic, she was able to explain things to me in a very clear way. Through Jessica’s knowledge and experience, I was very reassured. I feel very confident that the advice given was right for my needs.

5.00 March 2020

'Jessica has given me advice in areas including loan products, super and managing debt. Jessica was always able to explain things to me in a clear way. Through Jessica's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jessica's full care and attention when I needed it.'.

5.00 March 2020

Jessica has been wonderful to work with for both our personal and business requirements. I am naturally very apprehensive and uncomfortable with numbers and working out solid financial stragegies. I often find the jargon and complexity very intimidating. Jessica immeadiately puts me at ease works out the best way to communicate for my understanding but also tailors her approach for my partner. She is honest, upfront and the benefits of working with Jessica are simply immeasurable! Thanks Jessica for all of your assistance