Brenton Jones

Future Wealth Planners Pty Ltd

Silver
14 Yrs Experience
Osborne Park, WA 6017

Brenton is the founder of Future Wealth Planners.

Brenton has over 30 years experience in the financial services industry. In addition to investment markets and portfolio construction, Brenton has a sound understanding of superannuation and retirement planning as well as investment markets and portfolio construction design.

Although he has been a self-employed financial adviser for most of his years in the financial services industry he has also held roles as an investment adviser and financial planner with the Terrace Counsellors now part of the Plan B Group (a wholly owned subsidiary of IOOF), as well as the Perth office of Moore Stephens Chartered Accountants.

Brenton chairs the Future Wealth Planners Investment Management Committee.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

FEE FOR SERVICE There are a great many factors that determine the complexity of a Statement of Advice (SoA), and it should be a 'given' that a simple SoA should cost less than to prepare than should a more complex SoA. Our fee schedule aims to recognise that whilst some SoAs are more complex than others, all SoAs are essentially made up of a number of components - some of which vary depending on the complexity of a particular SoA. The level of work required to actually complete a SoA will vary depending on issues such as: - whether any strategy modelling is involved and, if so, the number of strategies to be modelled and extent of modelling required. - the number and type of strategy issues being examined in the SoA (e.g. super contributions, risk insurance, gearing etc.) - the number and type of entities for which modelling is required (e.g. companies Trusts etc.) - the number of products (both investment and risk insurance) being recommended. To this end Future Wealth Planners have put in place a points system, whereby each component of a SoA is allocated a certain number of points and the total number of points is sued to calculate the overall cost of the SoA. Each point is charged at $250. Typically our SoAs range from $800 to $2,000, however the costs and scope of advice will be agreed upon before commencing any work.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Future Wealth Planners Pty Ltd

Level 1, 176 Main Street
Osborne Park, WA 6017

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748