Peter Folk

JBS Financial Strategists

Silver

6 Yrs Experience

Melbourne, VIC 3000

About Peter
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I love being a Financial Adviser and the challenges and opportunities it presents, I’m happiest when I’m helping our clients achieve their goals. Providing them with peace of mind that will set them at ease, knowing that they are in a comfortable position working towards their future.

As a JBS team member, I’ve worked my way through a support team role, now realising a dream and working as one of the Financial Advisers and Partners in the Business. It is incredibly rewarding being part of a fun, vibrant, professional, and hardworking group; working as one to provide the best service we can to our clients.

“My advice to my younger self would be, think before you spend, set a goal and work towards it.”

Over the years, my goals and dreams have changed; like most people, as we move through our different life stages, we need different types of support and advice. When you have access to great financial advice, then you can focus on working towards achieving your goals.

On weekends, you will find me spending time with my family and catching up with close friends.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

5.00 November 2023

I have been with JBS for many many years with many advisers.Peter has been the most recent and has been great to work with and very patient with me.Love working with him

5.00 May 2023

We have been working with Peter for about 10 years now. I have found him to be an excellent teacher and facilitator. He helps us understand what we can do with our money and what outcomes it will help us achieve. He is always available and willing to discuss any matters we are still unsure of. Peter has explained several things to us time and time again, until we understood!! His patience is a very endearing trait. He is always clear about what the action will be and what is required of us to make it happen. We highly recommend him to our friends and family.

5.00 May 2023

We were introduced to Peter last year when we were despairing of finding an adviser who could help us transition to retirement. Peter and the team at JBS were interested in understanding who we are and how they could best help us achieve our aims. Peter is very knowledgeable, diligent and extremely responsive as well as being a genuinely nice person. It has been such a relief to have someone guide us through this process who has our best interests at heart, is trustworthy and who knows what they’re doing. Thank you Peter, Jenny and Kaitlin.

5.00 March 2023

Peter has always been understanding and able to give reasons for any decisions made and advice given. He is able to spend the time explaining issues that we don't fully comprehend. When a query arises from us he is quick to respond with the answer and is always reliable.

5.00 March 2023

Peter Folk has been our most recent advisor with JBS Financial Strategists for several years. Peter is very approachable and has a depth of knowledge in managing our superannuation portfolios. More recently Peter has guided me towards retirement and is always ready to provide prompt and concise advice when needed. His elevation to partner status in JBS is so well deserved.