JBS Financial Strategists

JBS Financial Strategists

Financial Services

Melbourne, VIC 528 followers

Create | Protect | Enjoy

About us

JBS Financial Strategists Pty Ltd (JBS) is a leading boutique financial planning business based in Melbourne and the Sunshine Coast, focused on creating and managing wealth strategies for a range of clients, including individuals, families, small business owners, business executives, pre-retireees and retirees. JBS concentrates on wealth creation and preservation by providing personalised financial planning strategies for all situations. These tailored plans all reinforce our three key ideals: to create long-term wealth, to protect yourself, your family and your investments, and to position you to be able to enjoy your success. JBS specialise in the following areas: - Financial Planning - Superannuation - Self-Managed Super Funds - Investment Advice - Risk Insurance - Finance and Loan Structuring We focus on these areas so we can be involved with clients throughout the life of their wealth creation journey, from setting up your first home loan to retirement planning and everything in between.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Melbourne, VIC
Type
Privately Held
Founded
1992
Specialties
Financial Planning, Retirement Planning Advice, Self-Managed Super Funds, SMSF Admin, Compliance & On-Line Reporting System, Investment Portfolio Construction & Management, Life, TPD, Trauma, Income Protection Insurance, Finance & Lending, Cash flow & budgeting, and Aged Care

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