THE BEST WAY To PREDICT YOUR FUTURE IS TO CREATE IT- A. Lincoln
JSM Financial Group is a boutique financial planning practice that helps
Australian families live the life they want, with the right financial advice.
At JSM Financial Group we offer a range of services to formulate your roadmap to financial freedom.
DID YOU KNOW?
Recent research reveals that almost a quarter of Australians who say they will seek financial advice would look for an adviser who holds their own Australian Financial Services Licence.
JSM Financial Group is a boutique licencee, so you can feel assured that we act only in your best interests.
Find out more about the team of professionals who can help you achieve your goals. Click below to view full profiles.
Managing Director/Wealth Specialist
Technical & Strategy Specialist
Client Services Manager
Client Services Officer
Financial advice to achieve what’s most IMPORTANT to you
Financial solutions for LIFE Own your tomorrow…TODAY
Whatever stage of life you’re at, whatever your financial goals, we can provide you with financial strategies that deliver results. But don’t take our word for it. Here is what some of our clients have to say.
Jamie has extensive technical knowledge across a wide range of areas including wealth management, retirement planning, superannuation, financial planning and insurance.
Hallmarks of his approach are proactive and responsive communication; attention to detail; a calm and confident demeanour; and honesty and integrity.
Jamie genuinely cares about his clients. He takes time to understand their goals, needs and risk appetite and designs appropriate strategies to achieve the best possible outcomes.
We cannot recommend Jamie highly enough to anyone who wants to have peace of mind and the comfort of being looked after by an advisor who is both knowledgeable and caring.
Dave Williams is very thorough and experienced in the many complexities associated with insurance, yet provides recommendations in a summarised way to clearly explain what each component provides
plan for a better future today
Get in touch to learn how we can help you achieve your goals.