Jes Wilkinson

At the heart of my approach to financial advice is trust, transparency, and a genuine commitment to my clients’ success. With almost 20 years in the financial services industry, I believe clients deserve more than one-off investment recommendations. They deserve a partner who takes the time to understand their entire financial picture.

My philosophy is simple: advice should be strategic, comprehensive, and deeply personal. I work closely with business owners, farmers, and professionals whose financial circumstances are often complex, involving companies, trusts, and SMSFs. By looking at the whole picture, including business goodwill, tax considerations, and long-term succession goals, I’m able to deliver guidance that is technically sound and aligned with what matters most to my clients.

As an accredited SMSF Specialist Financial Advisor™, I also bring in-depth knowledge for clients navigating unique or intricate SMSF scenarios. Beyond technical expertise, what makes my service distinctive is the way I build long-lasting relationships. I don’t just provide advice; I share life with my clients. That means being there through milestones and challenges, celebrating achievements, and offering steady support in difficult times.

Grounded by my rural upbringing and strong work ethic, I pride myself on simplifying complex matters and delivering advice that clients can both understand and trust. My goal is always to empower clients with clarity and confidence, helping them secure their future while enjoying the life they have worked so hard to build.