Welcome to JBS Financial, we love providing financial advice that profoundly makes a difference to our client’s lives.
Create | Protect | Enjoy
“As a close-knit team, our mission is to listen closely to our client’s desires and work collectively to put them on the pathway to financial freedom.“
Jenny Brown,
Founder & CEO.
We are pre-retirement and retirement specialists based in Melbourne and the Sunshine Coast focused on supporting you as you work towards the life you want to live. Our experienced team are here to provide you quality financial advice whilst building long term relationships of trust, co-dependence, and consistent value.
We invite you to take the time to get to know us and how we can help you. Meet our team here
Get confident about planning your best life today and tomorrow.
Latest Financial News
Keep up to date on the latest financial and lifestyle news and information with everything at your fingertips to help you.
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Charting your retirement adventure: Why a bucket list is essential
By Jenny Brown As CEO of JBS Financial, I’ve seen firsthand how a bucket list can transform retirement dreams into reality. It’s not just a list of wishes; it’s a roadmap for living your best life in retirement. Over the years, many of our clients have shared their incredible adventures with us, from driving across…
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Tailoring life insurance as you age
Life insurance comes in many forms, and it’s important to consider tailoring your cover to suit your needs as you move from one life stage to the next. But how do you know which cover is right for you now? Singles and couples, 20s You’re young, active, and busy starting your career and enjoying life.…
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The transfer balance cap – how does it work again?
In the 2016 Federal Budget, the Government introduced the transfer balance cap as part of a broader superannuation reform package. The transfer balance cap imposes a lifetime limit on the amount of superannuation that can be transferred into a tax free retirement pension account. While it may appear straightforward, understanding its nuances is essential for…