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. 

our Services

At JSM Financial Group we offer a  range of services to formulate your roadmap to financial freedom.

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INVESTMENT ADVICE

SELF-MANAGED SUPERANNAUTION

RETIREMENT PLANNING

INSURANCE ADVICE

TAX STRUCTURING

MORTGAGE BROKING

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.

our

team

Find out more about the team of professionals who can help you achieve your goals. Click below to view full profiles.

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JAMIE MANSFIELD

Managing Director/Wealth Specialist

DAVE WILLIAMS

Insurance Specialist

JOANNE MANSFIELD

Financial Controller

JASMINE KENNEDY

Paraplanner

PATRICIA TANASIC

Technical & Strategy Specialist

CATHY LARKING

Administration Assistant

TINA TONTA

Administration Assistant

LUCY HENBEST

Implementation Manager

Right choices NOW will provide more options TOMORROW

Financial advice to achieve what’s most IMPORTANT to you

Financial strategies that deliver your desired RESULTS

Financial solutions for LIFE      Own your tomorrow…TODAY

our

Clients

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 Mansfield, owner of JSM Financial Group, has been providing us with retirement planning advice and managing our Family Superannuation Fund for the past six years.

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.

Lydia C. Wilson

Director, Lydia Wilson Consulting

I have been a client of JSM Financial Group since 2004 and would highly recommend their services. They have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended JSM to a number of my friends and family and they are also  very happy with the service. I will definitely continue to rave about Jamie and his team’s services.
Tony Conto

Director, Trenz Un Hair

Jamie Mansfield has been providing us with financial advice and management services for almost two decades. We have admired his methodical and considered approach to building our portfolio, which has included weathering the GFC. Jamie has embodied the philosophy that “time in the market is more important than timing the market”. Whatever combination of superannuation, personal/family investing, insurances, and planning advice you require, we have no hesitation in highly recommending JSM Financial Group.

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

Jan & Christine - Glen Iris, VIC

Dave has years of experience in the insurance field which is demonstrated in an easy to understand but thorough approach. He saved me money while also getting the best options available for me and my family. I have no problem with recommending him for all work insurance needs.
Cameron Jones - Yarraville, VIC

Dave is a personable and straight forward adviser who showed both care and knowledge when working though our needs. He made the information easy to understand and meaningful to us. Thank you.
Melissa Field - Middle Park, VIC