Jon Francis

Jon has been an invaluable partner in managing our financial well-being for over 20 years. Throughout our long-standing relationship, he has consistently demonstrated exceptional expertise, trustworthiness, and a genuine commitment to our financial security.

From the very beginning, Jon impressed us with his deep understanding of financial planning and investment strategies. Over the years, he has played a pivotal role in helping us grow our wealth, providing tailored advice that has consistently aligned with our goals and risk tolerance. The growth of our portfolio is a testament to his strategic acumen and dedication.

Recently, we faced unforeseen health crises that tested our preparedness and resilience. During these challenging times, Jon stepped up in ways that went beyond our expectations. He ensured that our insurance coverage was not only adequate but also aligned with our evolving needs. This foresight and thoroughness in managing our insurance have proven to be invaluable, providing us with a crucial safety net during a period of uncertainty.

What truly sets Jon apart is his unwavering support and personalized approach. He has always been readily available to address our concerns, offer guidance, and make adjustments to our financial plan as needed. His dedication to our financial health and well-being is evident in every interaction we have.

I have known Jon Francis for over 20 years, and I can confidently say that he is an exceptional financial adviser. He works hard to ensure that all details are taken care of, and his integrity, confidentiality, and willingness to go the extra mile make him a valuable ally in managing finances. He is dedicated to doing what's best for you, which speaks volumes about his character. His expertise in superannuation and retirement advisory services enables him to provide you with all the available options, giving you the choice - something we all want to have when it comes to our hard-earned money. Jon's thoughtful, understanding, and thorough approach sets him apart, and his in-depth knowledge of financial planning is truly impressive. He gives you many opportunities to prevent financial hardship in retirement and effectively communicates the benefits of proactive planning. Jon Francis at 2M Financial Group is undoubtedly an asset to anyone seeking reliable and insightful financial guidance.

We have known Jon for over 10 years. We had Super, a business and a house. No complaints, but felt we really needed help in planning savings and superannuation. Friends of ours are one of Jon's clients and knowing them well and seeing their confidence in Jon convinced us to at least meet with him. We discovered two sides to Jon. One is his relaxed and humorous side the other is his serious, sensible and strategic side. For over ten years we have thoroughly enjoyed his friendship and totally respected his professional advice. Being able to relate to the person who is handling your money is really important. His advice goes well beyond just 'handling' our money. He patiently explains the pros and cons (steady versus reckless!) to us and effectively matches our investments according to our needs and wants. Jon has given us total peace of mind and we now look forward to our senior years with complete confidence. We unconditionally recommend him to those seeking the same.

My wife and I have known Jon since 2003, where he assisted us in our first investment property. Since then Jon has become our financial adviser, looking after our insurances and superannuation. Jon is very professional, a wealth of knowledge and trustworthy. We highly recommend him to anyone looking for a reputable financial adviser.