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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

JBS Financial Strategists

Name: JBS Financial Strategists
Address: PO Box 7441, Melbourne, VIC, 3004, AU
Telephone: +61386770688

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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!

02/09/2026

Aged care decisions are rarely made in isolation.

When an SMSF is involved, decisions about how to fund care can have flow-on effects for your retirement savings, cash flow, tax position, estate planning and ultimately your family.

That’s why taking the time to understand the bigger picture before making a decision can be so valuable.

If aged care is becoming part of the conversation for you or someone you love, reach out to the JBS team. We can help you understand your options and navigate the decisions ahead with greater clarity and confidence.

30/08/2026

What if retirement isn’t about slowing down at all? 🤔

Maybe it’s working a couple of days a week because you enjoy it. Perhaps it’s volunteering, travelling more, spending time with family or finally having the freedom to pursue something you love.

In the latest Join with Jen, Jenny explores the new shape of retirement and why this chapter should be shaped around what gives you purpose, enjoyment and choice.

There’s no one way to retire right. The important thing is knowing what you want and having a plan to help you get there.

🎥 Watch the latest Join with Jen and start reimagining your retirement.

27/08/2026

🎣🌅 Living the retirement dream, NT style!

Huge thanks to our wonderful client Paul for sharing these incredible shots from his recent trip to the Northern Territory, proof that retirement really can be about chasing sunsets (and Golden Trevally)!

📍 That beauty of a Golden Trevally was landed off Maningrida, NT, in the Arafura Sea - what a catch!

🌇 The first sunset? Taken right from the dining table at Barramundi Lodge, Maningrida, not a bad spot for dinner.

🌅 And the second? An equally stunning sunset from Seven Spirit Bay Lodge, Cobourg Peninsula, NT.

At JBS, we love helping our clients build the financial freedom to make moments like these possible. Here's to more adventures, big catches and unforgettable sunsets in retirement! 🙌

26/08/2026

Will my money last? What if my health changes? What happens if life throws us a curveball?

These are the retirement questions that don’t always get said out loud.

But they’re conversations Jenny Brown, Warren Hanna and Peter Folk have had with JBS clients many times over the years.

In Episode 14 of Retirement: The Great Escape Plan, they unpack some of retirement’s biggest “what ifs” and share why being prepared doesn’t mean having every possible scenario figured out.

It means knowing that if something changes, you’ll have a plan for what comes next.

🎧 What Really Keeps Retirees Up at Night?

🎥 Watch on YouTube: https://buff.ly/CMFpXmb
🎧 Listen on Spotify: https://buff.ly/XPXJJUz
🍏 Listen on Apple Podcasts: https://buff.ly/qNuwQJj

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

25/08/2026

Peter and Linda thought they were ready to retire.

Financially, they were.

But six months in, they realised something was missing.

Peter missed the structure of his week. Linda missed the social side of work.

So they made a small change.

Peter started consulting two days a week, and Linda picked up some casual work with a local community organisation.

What surprised them most?

It wasn’t the extra income.

It was how much happier they felt.

“It’s not about needing the money,” Peter told us. “It’s about feeling like I still have something to contribute.”

And that’s something we’re seeing more and more.

Retirement doesn’t have to mean stopping completely. Sometimes it means finding a new rhythm that gives you more freedom while still keeping the parts of work you genuinely enjoy.

💬 What would your ideal retirement week look like?

Read Jenny Brown’s latest article here: https://buff.ly/CT2mNty

21/08/2026

“We’ll talk about aged care when we need to.”

But when it’s your mum, your dad, your partner or someone you love, “one day” can suddenly become today.

In Episode 13, JBS client Julie Hyde shares her very personal experience of navigating aged care for her mum.

If you missed this deeply human conversation during the week, pop it on your weekend listening list. 🎧

🎥 YouTube: https://buff.ly/0MPc3Oj
🎧 Spotify: https://buff.ly/e6TI3Ix
🍏 Apple Podcasts: https://buff.ly/x5I7BRu

It’s never too early to talk. But it can be too late to wait.

19/08/2026

Happy Birthday, Daniel! 🎊

Wishing you a wonderful day surrounded by family, friends and plenty of reasons to celebrate. We hope the year ahead is filled with good health, happiness and exciting opportunities.

Have a fantastic birthday! From the JBS Financial Team🎂

18/08/2026

Aged care is rarely just one decision. 💫

It can involve questions about independence, finances, family, living arrangements and, importantly, the wishes of the person needing care.

These conversations can arise sooner than expected, which is why planning ahead matters. Talking openly about preferences before a crisis occurs can give families greater clarity and help preserve choice and dignity when important decisions need to be made.

If aged care is becoming part of the conversation for your family, the JBS team is here to help you understand your options and plan the next chapter with confidence.

14/08/2026

Happy Work Anniversary, Daniel!

Your hard work, professionalism and commitment to supporting our clients are truly appreciated. Thank you for the positive impact you make every day and for being such a valued member of the JBS team.

Congratulations on another fantastic milestone; we look forward to many more years together!

13/08/2026

When it’s your mum, everything changes.

In Episode 13 of Retirement: The Great Escape Plan, JBS client Julie Hyde shares something very personal: what it was really like navigating aged care for her mum alongside her sister, Michelle.

Julie joins Jenny Brown and aged care specialist Kaitlin Mifsud for an open conversation about the decisions families face, and just how difficult it can be to know whether you’re doing the right thing for someone you love.

There’s no textbook version of this conversation.

It’s personal, emotional and incredibly human.

And Julie’s story is a powerful reminder of why talking about ageing and aged care before you have to can make such a difference.

💙 It’s never too early to talk. But it can be too late to wait.

🎧 Episode 13: When the Decisions Become Personal

🎥 Watch on YouTube: https://buff.ly/0MPc3Oj
🎧 Listen on Spotify: https://buff.ly/e6TI3Ix
🍏 Listen on Apple Podcasts: https://buff.ly/x5I7BRu

Thank you, Julie, for sharing your family’s story so openly. We think this is a conversation many families need to hear.

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

Website

http://www.jbsfinancial.com.au/

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