Jim Penner

Future Proof Wealth

Bronze

23 Yrs Experience

Ballina, NSW 2478

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Jim Penner has a background in Financial Services and Planning that dates back to his Credit Union experience while working and studying in Canada. The Credit Union mentality of, ‘People are Members, not Numbers’ is something that has stayed with him during his career. He has worked for both large Institutional Financial Companies as well as smaller boutique organisations. I love what I do and enjoy assisting clients address their financial concerns. At P3 we help clients achieve financial success

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Redundancy
Aged Care
Cashflow & Income
Complex Investments
Socially Responsible
Growing Assets
Budgeting

5.00 June 2020

Jim helped us to establish an investment and dollar cost averaging strategy which set us up to buy our first home years later. Although it started out as a small investment, Jim reviewed the portfolio regularly, suggesting changes when necessary, which he explained to us in a very understandable manner. He is always available when we have queries and we always feel like valued clients. He also suggested changes for our existing super funds, which are now performing exceptionally well. We would have no hesitation in recommending Jim to anyone seeking financial advice.

5.00 June 2020

We were a former Storm investor affected by the GFC in 2008. At that time, when many financial planners wouldn't touch us, we were fortunate to be referred to Jim by the FPA. He was one of the planners who had volunteered to provide free financial advice to Storm victims. Jim gave us hope that all was not lost and that we could rebuild our portfolio. He very ably guided us to achieve that end and we can't thank him enough for the advice he provided during what was an extremely stressful time in our lives. We have since chosen to retain Jim as our financial adviser and our portfolio has gone from strength to strength under his guidance.

5.00 May 2020

Jim has given us advice in areas including self managed super fund, transition to retirement, shares and investments. Jim has always been approachable and friendly and gives us confidence that he is looking after our best interests. I have no hesitation in recommending him and his company to family and friends.

4.50 May 2020

Jim has always made himself available when we have needed his assistance with our investments. His advice has been sound and he does his best to help us understand the decisions we have had to make. In general we feel very confident with Jim's advice.

5.00 May 2020

We have dealt with Jim for many years and have complete confidence in all of his advice. Without his careful expertise for our future, we would not be in the comfortable situation we are in now.

Adviser status Bronze
Rating 4.93
Number of reviews 7
First year providing advice 2003
Years of experience 23
Highest qualification
- Diploma of Financial Planning
Language spoken
- English

Future Proof Wealth

Suite 1, 274 River St
Ballina, NSW 2478

8:00am – 4:00pm Friday
8:00am – 5:00pm Monday – Thursday

Fortnum Private Wealth Ltd

AFSL 357306

Jim Penner

Future Proof Wealth

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Future Proof Wealth

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Fortnum Private Wealth Ltd