JBS Financial Strategists

JBS Financial Strategists Create | Protect | Enjoy Home of 2013 AFA Adviser of the year!

Boutique financial planning business who partner with individuals, families and small businesses to help them create, protect and enjoy their wealth!

Sometimes it's the smallest details that create the biggest problems.In the world of superannuation and pensions, someth...
24/06/2026

Sometimes it's the smallest details that create the biggest problems.

In the world of superannuation and pensions, something as simple as an incorrect commencement date can have far-reaching consequences, impacting tax outcomes, reporting obligations, and future estate planning considerations.

When records are incomplete and there's no clear audit trail, resolving these issues can become a lengthy and complex process. It's a reminder that accuracy, documentation, and attention to detail matter more than many people realise.

Because when it comes to your financial future, the little things aren't always little.

23/06/2026

πŸ’­ What really keeps retirees awake at night?

In the latest Join with Jen video, Jenny Brown talks about some of the biggest worries people face in retirement, including rising costs, health concerns, market ups and downs, and whether their money will last.

The good news? Having a plan and the right support can help bring confidence and peace of mind. πŸ’›

πŸŽ₯ Watch now πŸ‘‡

Retirement planning is about much more than numbers. It’s about creating clarity, reducing uncertainty, and helping peop...
18/06/2026

Retirement planning is about much more than numbers. It’s about creating clarity, reducing uncertainty, and helping people feel supported through every stage of life.

For many people, retirement is tied to confidence, independence, family, and the knowledge that there’s a plan in place for whatever life may bring.

Learn more: https://buff.ly/6JExzSl

Are you ready to start planning your retirement with confidence?

🎧 NEW PODCAST EPISODE | Beyond the WillHave you reviewed your Will or estate plan recently?In Episode 9 of Retirement: T...
17/06/2026

🎧 NEW PODCAST EPISODE | Beyond the Will

Have you reviewed your Will or estate plan recently?

In Episode 9 of Retirement: The Great Escape Plan, Jenny Brown, Warren Hanna and Estate Planning Lawyer Lav Chhabra explore why estate planning is about so much more than paperwork. It's about protecting the people you love and making sure your wishes are understood when they matter most.

πŸ’­ "A good estate plan isn't just about what you leave behind. It's about making life easier for the people you love."

Every family is different. Every story is different. And every estate plan should reflect that.

πŸŽ₯ Watch on YouTube: https://buff.ly/8278Bq8
🎧 Listen on Spotify: https://buff.ly/vkZZDx3
🍏 Listen on Apple Podcasts: https://buff.ly/lu1GEel

✨ Because thriving should be fun… and naps should be epic.

Happy Birthday, Sharyn! πŸŽ‚ Wishing you a fantastic day filled with happiness, laughter, and celebration. Thank you for ev...
14/06/2026

Happy Birthday, Sharyn! πŸŽ‚

Wishing you a fantastic day filled with happiness, laughter, and celebration. Thank you for everything you do; your positivity and support are truly appreciated.

Hope you have a wonderful birthday and an amazing year ahead! 🀩

Many families feel overwhelmed when they first hear about a Refundable Accommodation Deposit (RAD), often focusing on th...
11/06/2026

Many families feel overwhelmed when they first hear about a Refundable Accommodation Deposit (RAD), often focusing on the size of the payment rather than the opportunities it can provide.

The reality is that a RAD is not simply a cost; it can be an important part of an aged care strategy that provides choice, flexibility, and financial benefits, depending on your circumstances.

We're sharing some important things you should know here πŸ‘‰οΈ https://buff.ly/D3egHo0

Retirement is as much about personal fulfilment as it is about shared experiences.When people talk about retirement, the...
10/06/2026

Retirement is as much about personal fulfilment as it is about shared experiences.

When people talk about retirement, the conversation often starts with money. And while that's important, it's only part of the picture.

Some of the happiest retirees we've met are the ones who have stayed curious, connected and engaged with life. They have things to look forward to, people to share experiences with, and a sense of purpose that gets them excited about the day ahead.

That's what inspired this quote from Retirement: The Great Escape Plan.

Retirement isn't the end of the road. It's an opportunity to create a new chapter that's rich in meaning, connection and fulfilment.

πŸ’­ What would make your retirement truly rewarding?

πŸ“˜ Learn more about the book: https://buff.ly/OzezeEY

Future you might thank you for taking a few minutes to think about your super before 30 June. πŸ’œEOFY isn't just about tax...
08/06/2026

Future you might thank you for taking a few minutes to think about your super before 30 June. πŸ’œ

EOFY isn't just about tax timeβ€”it's also a chance to check whether you're making the most of the opportunities available to help build your retirement savings.

A few small steps today could make a meaningful difference over time.

Find out what actions may be worth taking before EOFY πŸ‘‰οΈ https://buff.ly/4hbgkki

Happy Work Anniversary, Peter! πŸ’« Thank you for your ongoing dedication, professionalism, and the positive impact you con...
04/06/2026

Happy Work Anniversary, Peter! πŸ’«

Thank you for your ongoing dedication, professionalism, and the positive impact you continue to make. Your experience and support are greatly valued, and we’re grateful to have you as part of the team.

Congratulations on this milestone, and here’s to many more ahead! 🎊

🎧 New Episode Now LiveLegacy is about more than money.In Episode 8 of Retirement: The Great Escape Plan, Jenny, Warren a...
03/06/2026

🎧 New Episode Now Live

Legacy is about more than money.

In Episode 8 of Retirement: The Great Escape Plan, Jenny, Warren and Peter explore what people are really talking about when they talk about legacy.

It's not just about what you leave behind financially. It's about the values you share, the relationships you nurture, and the conversations your family will remember.

This is a warm and thought-provoking conversation about family, generosity, communication and the kind of impact we create throughout our lives.

πŸ’­ What do you hope your family and loved ones will remember most about you?

πŸŽ₯ Watch on YouTube: https://buff.ly/b1Y2Nwu
🎧 Listen on Spotify: https://buff.ly/Cpz1L1p
🍎 Listen on Apple Podcasts: https://buff.ly/qSV1Iy1

✨ Because thriving should be fun… and naps should be epic.

Address

PO Box 7441
Melbourne, VIC
3004

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+61386770688

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