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JBS Financial Strategists Create | Protect | Enjoy. Helping you make confident financial decisions, build the life you want and Retire Right. Home of 2013 AFA Adviser of the year!

Explore Jenny Brown’s Retirement: The Great Escape Plan book and podcast to learn more about making your next chapter count. Boutique financial planning business who partner with individuals, families and small businesses to help them create, protect and enjoy their wealth!

15/10/2026

Sometimes the best financial advice is “spend more!”

Other times, it's “maybe we need to rethink that.”

The difference? Having someone you trust enough to listen to, even when the conversation gets a little uncomfortable.

In Episode 17 of Retirement: The Great Escape Plan, we're talking about the importance of trust, connection and honest conversations with your financial adviser.

🎧 Watch or listen to the full episode! https://jbsfinancial.com.au/podcasts/

What if retirement looked less like slowing down… and more like setting off on an adventure? 💜For Rob and Karen, that is...
13/10/2026

What if retirement looked less like slowing down… and more like setting off on an adventure? 💜

For Rob and Karen, that is exactly what happened.

Their original plan was to retire at 65, downsize to the coast and settle into the next chapter.

Instead, they rented out their family home, bought a caravan and hit the road.

Three years later, they are still travelling and loving the freedom it has given them.

We think their story says something important about retirement today.

There is no single version of what retirement should look like.

For some, it is travel. For others, it might be family, a sea change, a new project or simply more freedom to choose how each day looks.

The important part is making sure your finances support the life you want to create.

Jenny explores this idea in her latest article and shares why retirement planning is about much more than just the numbers.

Discover more here: https://buff.ly/tNqVFB0

A big thank you to Jane for sharing such lovely feedback!At JBS, building strong relationships and helping our clients f...
12/10/2026

A big thank you to Jane for sharing such lovely feedback!

At JBS, building strong relationships and helping our clients feel heard, understood and confident in their financial decisions is at the heart of what we do.

We're so pleased Warren continues to make such a positive difference. Thank you for placing your trust in our team!

08/10/2026

Do you have something small that takes you straight back to a special memory? 💛

For Jenny’s mum, it was matchboxes collected from holidays. For someone Warren recently met, it’s coasters from golf courses, restaurants and adventures along the way.

They may just be little things, but every one holds a story.

In the latest Join with Jen, Jenny shares this lovely story and asks us to think about the memories we’re creating and the adventures we still have ahead of us.

Because planning for your future isn’t only about having enough money. It’s about making sure you have the freedom to keep living, experiencing and making memories.

So, where is your next adventure? ✈️⛳🌏

🎥 Watch the latest Join with Jen.

What should you expect from a good financial adviser?It’s Financial Planning Week, so the timing of Episode 17 of Retire...
07/10/2026

What should you expect from a good financial adviser?

It’s Financial Planning Week, so the timing of Episode 17 of Retirement: The Great Escape Plan couldn’t be better!

Jenny sits down with Warren and Peter to talk about the value of advice, what happens when you first meet an adviser and what they believe makes JBS different.

And it’s not just about investments, super or tax.

It’s about getting to know you—your life, your family, your goals and what you want your money to help you do.

Because sometimes great advice is permission to spend and enjoy what you’ve built. Sometimes it’s having someone brave enough to tell you to pull back. And sometimes it’s simply knowing you have someone in your corner.

🎧 Episode 17: The Value of Advice – The JBS Difference
🎥 Watch on YouTube: https://buff.ly/Gb1sncG
🎧 Listen on Spotify: https://buff.ly/24afaKu
🍏 Listen on Apple Podcasts: https://buff.ly/dDZXH9E

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

“We’ll do that when we retire.”It’s a phrase we hear often. The overseas trip. More time with family. Working fewer hour...
05/10/2026

“We’ll do that when we retire.”

It’s a phrase we hear often. The overseas trip. More time with family. Working fewer hours. Finally making space for the things that have been sitting on the wish list for years.

But life doesn’t always wait for the perfect retirement date.

For us, Retire Right isn’t simply about having enough money to stop working. It’s about understanding what’s possible and creating a plan that gives you the confidence to enjoy more of what matters along the way.

For one client, that meant taking the European holiday she’d been dreaming about sooner. For another, it meant gradually reducing work and creating more time for family after a health scare changed her perspective.

Retirement doesn’t have to be a hard line between working and living. It can be a transition, and your version might start earlier than you think.

Perhaps the question isn’t just, “When can I retire?”

It’s “How do I want to live now?”

If you’re ready to explore what your version of Retire Right could look like, start the conversation with the JBS team.

Have you finished your Great Escape? 📘Since Retirement: The Great Escape Plan was released, we've received wonderful mes...
03/10/2026

Have you finished your Great Escape? 📘

Since Retirement: The Great Escape Plan was released, we've received wonderful messages from readers sharing what resonated, what made them think, and, importantly, what helped them see retirement a little differently.

Every one of those messages means a great deal to Jenny and the JBS team.

If you've read the book, we'd love to hear what you thought too.

Leaving a short review on Amazon only takes a few moments, but it can make a real difference. Your experience may help someone else wondering whether this is the book they need as they begin thinking about their own retirement journey.

And it doesn't need to be long. Simply tell us what you enjoyed, what stayed with you, or what the book made you think about.

Thank you for reading, sharing and helping us continue the conversation about doing retirement differently.

Leave a review on Amazon 👉️ https://buff.ly/2CTDDD0 or drop us a comment 👇

01/10/2026

Not your average team catch-up!

Warren, Peter, Kaitlin and Daniel recently swapped the office for something a little different, heading out for a tour of Pentridge Prison.

We love a good work catch-up at JBS, but we also think it’s important to step away from the desks every now and then, spend some time together and have a bit of fun as a team.

A fascinating afternoon, plenty of stories and, most importantly, everyone made it back out! 😄

Here’s a little behind-the-scenes look at their day.

29/09/2026

When emotions are high, sometimes the best thing you can do is slow down your decisions.

In this Episode 16 moment, Warren shares an important perspective on helping clients navigate divorce: try to take some emotion out of financial decisions and focus on what helps both people move forward.

Because the plan may have changed. But what comes next is still yours to shape.

🎧 Watch or listen to Episode 16:

Spotify – https://buff.ly/VY5whwE
YouTube – https://buff.ly/F0o6jJY
Apple – https://buff.ly/KUFcuKS

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

It looked legitimate.The branding was familiar. The website looked professional. The offer seemed convincing.But it wasn...
29/09/2026

It looked legitimate.

The branding was familiar. The website looked professional. The offer seemed convincing.

But it wasn’t real.

Recently, the JBS name was used without our permission as part of an online scam involving discounted Garmin watches. We received calls from people around Australia who had made a purchase, only to later discover something wasn’t right.

It was a confronting reminder of just how sophisticated scams have become.

So before you click, buy, transfer or respond, give yourself permission to pause.

Check the official website. Find the contact details independently. Ask someone you trust. And if something doesn’t feel quite right, stop.

In a world where almost anything can look real, verification matters more than ever.

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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