We are looking to support busy pre-retirees and retirees facing uncertainty about their future and who want to delegate their financial and retirement planning to a trusted partner.
Our mission is to simplify the complex financial landscape and ensure you have the necessary systems and structures to confidently pursue your dreams. While you personally may go through this financial journey once, we navigate it for our long list of beloved clients every day.
As the founder and CEO of JBS Financial and with close to 30 years’ experience in financial planning, I see myself as a passionate, resilient leader. Leadership is knowing what your team is going through and ensuring they have a voice; knowing that there is guidance available to them if they need it.
Our business is all about building relationships, this has helped grow JBS Financial into the thriving and progressive financial advice practice that it is today. Our team are happiest when we know that our clients are achieving their goals. Whether it’s a small win for them or helping them to make a major decision around retirement, the key is our clients know they are a number one priority.
I’m passionate about helping people, sharing ideas and being there as a role model. Aside from my day-to-day role, I enjoy helping women in business, ensuring that they understand their financial situation and gain control of their financial future. It’s important to me that they can achieve great things if they want to.
Stepping back in time and speaking with ‘young Jenny’, I would say seek good advice from a young age. As my father said, “Money doesn’t grow on apple trees”. It was a lesson learnt that if you apply yourself, you can achieve anything.
I still have a great deal I want to achieve for myself and my team however some of my biggest highlights have been receiving the 2013 AFA Adviser of the Year Award, Beddoes Most Trusted Adviser consistently since 2013 and receiving the FS Smileys Scholar of the Year 2013.
When it’s time to down tools, I love spending time with my husband, Brendan, on the Bellarine Peninsula or enjoying the warmer weather on the Sunshine Coast (in winter) with our Murray River Retrievers.
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Expertise
My fees
I offer a free initial consultation for potential new clients.Depending upon the terms of engagement and brief from our clients our fees will vary, but are all fully explained and signed off prior to any work being undertaken
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 6
- First year providing advice 1992
- Years of experience 33
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
JBS Financial Strategists
Level 27, 101 Collins StMelbourne, VIC 3000
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Opening hours
- 9:00am – 4:00pm Friday
- 9:00am – 5:30pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
JBS Financial Strategists
AFSL 486674
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