I am the 2013 AFA Financial Adviser of the Year, Public Speaker, CEO and Founder of JBS Financial Strategists a boutique financial planning company in Melbourne, specialising in SMSF’s for executives and small business owners. We love working with pre and post retirees, to help them transition into the next phase of their life.
After being retrenched from a major advertising company in late 1990, I started my foray into sales and learned to love listening to motivational and inspirational tapes on how to believe anything is possible, I answered an ad to work in the insurance field, got the job and started to study again!
I love building great relationships that often turn into friendships and am passionate about helping people. I am involved in several business advisory groups where I discuss with small business the issues they face in running their respective enterprises. I sit on a number of Business Advisory Boards helping women in business, am an avid networker, connector and Social Media advocate! Winning the FS Smileys Scholar of the Year as well as continuously being named part of the FSPower50 shows that social/digital media in deed has a strong place within financial services.
At JBS we have an awesome client focused, social media savvy, fun team who are the engine driving JBS’s success. I delight in investing in the professional development of our team, we are all highly qualified and love learning. When my team is happy and working at their optimum, our clients are happy and the rewards are universal. This is the legacy I want to leave JBS. We are a thriving, client driven practice that will flourish long after my retirement.
If I could do nothing else, I'd be happy networking and talking to people all day long about what's important to them in life!
My Motto: Love what you do and Smile it costs nothing and makes you and those around you feel better!
I'm Passionate, Grateful and Love what I do.
Depending upon the terms of engagement and brief from our clients our fees will vary, but are all fully explained and signed off prior to any work being undertaken
Jenny was fabulous in the way she looked after me when I needed help planning my retirement and exit from my business. Without her and the team I'm not sure I would have been able to comfortably look towards the future in the same way as I have now. Jenny is always there when I need her and her team. I highly recommend Jenny and the JBS team to anyone considering planning their future and retirement.
Jenny is incredibly knowledgeable, trustworthy and cares about her clients. She wants to achieve the best possible outcomes for them and is delighted when her clients are happy. Jen invests in herself which I believe makes her the best adviser she can be which is very important in a world full of constant change. This positions her very well against others in her industry.
Jenny, is very particular in understanding my personal situation and where i want to be in the future, We have discussed a strategy which will enable to achieve my personal goals for myself, my family and my retirement.
When we came to JBS we were really unsure regarding what a financial adviser could do and what they charge. However Jenny and her team were amazing, helping us and keeping us informed all the way along the process. Explaining in really clear language exactly what their recommendations are and how they would affect my wife and I. I highly recommend having a chat to her. Thanks Jenny
Great work by Jenny and all the JBS team. We're really happy and feel like we are very much on track to achieving our goals.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 1992
- Years of experience 31
- Certified Financial Planner (CFP)
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Diploma of Financial Planning
JBS Financial StrategistsLevel 40, 140 William St
Melbourne, VIC 3000
- 9:00am – 4:00pm Friday
- 9:00am – 5:30pm Monday – Thursday
- In person
- Video call
JBS Financial Strategists