Jon Francis

2M Financial Group

Bronze

26 Yrs Experience

Mosman, NSW 2088

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With over 25 years in the industry I've pretty much seen it all. I've lived through the tech wreck in the late 90's, bird flu, the GFC & most recently covid and guided my clients through it all. I have parents, their children & the grandparents as clients. Many who have been with me for 20 years+. Pre & post retirement is my main area of speciality but I do still engage with younger clients keen to get ahead financially. We charge a fair price for good honest advice & once in place will set up a review program to make sure you stay on track!

Superannuation
Insurance Protection
Retirement & Pension
Growing Assets

5.00 July 2024

I have known Jon Francis for over 20 years, and I can confidently say that he is an exceptional financial adviser. He works hard to ensure that all details are taken care of, and his integrity, confidentiality, and willingness to go the extra mile make him a valuable ally in managing finances. He is dedicated to doing what's best for you, which speaks volumes about his character. His expertise in superannuation and retirement advisory services enables him to provide you with all the available options, giving you the choice - something we all want to have when it comes to our hard-earned money. Jon's thoughtful, understanding, and thorough approach sets him apart, and his in-depth knowledge of financial planning is truly impressive. He gives you many opportunities to prevent financial hardship in retirement and effectively communicates the benefits of proactive planning. Jon Francis at 2M Financial Group is undoubtedly an asset to anyone seeking reliable and insightful financial guidance.

5.00 June 2024

We have known Jon for over 10 years. We had Super, a business and a house. No complaints, but felt we really needed help in planning savings and superannuation. Friends of ours are one of Jon's clients and knowing them well and seeing their confidence in Jon convinced us to at least meet with him. We discovered two sides to Jon. One is his relaxed and humorous side the other is his serious, sensible and strategic side. For over ten years we have thoroughly enjoyed his friendship and totally respected his professional advice. Being able to relate to the person who is handling your money is really important. His advice goes well beyond just 'handling' our money. He patiently explains the pros and cons (steady versus reckless!) to us and effectively matches our investments according to our needs and wants. Jon has given us total peace of mind and we now look forward to our senior years with complete confidence. We unconditionally recommend him to those seeking the same.

5.00 June 2024

My wife and I have known Jon since 2003, where he assisted us in our first investment property. Since then Jon has become our financial adviser, looking after our insurances and superannuation. Jon is very professional, a wealth of knowledge and trustworthy. We highly recommend him to anyone looking for a reputable financial adviser.

5.00 May 2024

We have been advised by Jon for several years now. He has always given knowledgeable advice, especially during these volatile times. Speed and efficiency has always been appreciated with returned contact and transactions when needed. My husband and I would highly recommend Jon.

5.00 May 2024

Jon has always gone above and beyond for our family and continues to manage all aspects of our finances and has been doing so for a number of years now. Jon is exceptional at dumbing down the information so that it is clear and easy to understand and he is always looking out for our best interest. He provides incredible advice and puts our mind at ease considering the current financial climate. I would highly recommend having Jon as your adviser.

Adviser status Bronze
Rating 5.00
Number of reviews 12
First year providing advice 1998
Years of experience 26
Highest qualification
- Diploma of Financial Planning (1-8)
Language spoken
- English

2M Financial Group

Suite 2, 6 Gurrigal Street
Mosman, NSW 2088

Templestone Financial Services Pty Ltd

AFSL 523831

Jon Francis

2M Financial Group

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2M Financial Group

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Templestone Financial Services Pty Ltd