why jsm financial group is different.

And how our clients benefit from what sets us apart.

DID YOU KNOW?

Over 85% of Financial Planners in Australia are owned, aligned or affiliated with a bank, insurance company or other financial product issuer. A recent ASIC review of bank aligned financial advisers found this presented a significant conflict of interest as 75% of these advisers failed to comply to act in the best interest of the client. 

JSM Financial Group is self-licenced, so you can feel assured that any advice or product recommendation we provide is not influenced by a third-party and we act only in your best interests.

who we are

JSM Financial Group has been providing quality financial advice to clients for over 25 years. 

We are based in Melbourne’s Inner South Eastern suburb of Malvern, but thanks to modern technology we are able to service clients throughout Australia and in fact have numerous ex-pat clients in various parts of the world.

We provide personalised advice and bespoke financial solutions.

What we do

We individually tailor each client’s roadmap to financial freedom.

We provide specialist advice on wealth accumulation, investment, superannuation, retirement planning, redundancies, tax strategies, and wealth and personal protections through insurances and estate planning.

We help you make smart decisions with your money and provide financial solutions that deliver results.

SO WHY CHOOSE JSM FINANCIAL GROUP?

CUSTOMER FOCUSED

At JSM Financial Group we:

  • are committed to providing you with world class advice and service
  • believe in close relationships
  • believe in long-term relationships
  • are committed to client education and providing value, and
  • care about the experiences we provide you.

COMPLETE SOLUTION

Simply put, JSM will provide you with a complete solution. We will help you make great decisions with your money, your future, your life.

Creating, managing, preserving and transferring wealth requires effort.  It requires insight and a real understanding of your current situation as well as your personal lifestyle and financial goals.

CARING APPROACH

We apply a unique mix of technical expertise and a caring personalised approach.  It also involves an honest commitment to ongoing service.  Your circusmtances and needs will change as you move through life and your financial strategies should change with you.

The quality of advice you receive and inplement today will impact greatly on your financial future.  Recognising this, there is no time like the present to undertake our full-service program.

Own your tomorrow…..today.

SETTLE FOR MORE

In a fast-changing world we’re ever-ready to master change and turn it into your advantage; to build you a brighter future.

By combining the specialist skills of wealth creation and wealth protection and using the resources of our professional partnerships we provide you with a complete financial solution tailored to your individual needs.

Our focus is on your unique circumstances, needs and objectives providing you with a plan that can be implemented at a pace that suits you.

LIVE THE LIFE YOU WANT WITH THE RIGHT FINANCIAL ADVICE

Let us help you GET ON THE ROAD TO FINANCIAL FREEDOM

Email us or call on (03) 9576 0740

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