JBS Financial Strategists
Financial ServicesView the employees at
JBS Financial Strategists-
Peter Folk Partner and Senior Financial Adviser at JBS Financial Strategists
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Melbourne, Victoria, Australia
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Rising Star
Peta Luadaka Office Manager at JBS Financial Strategists-
South Melbourne, Victoria, Australia
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Rising Star
Daniel Santopietro Provisional Financial Adviser at JBS Financial Strategists-
Rising Star
Daniel Santopietro Provisional Financial Adviser at JBS Financial Strategists-
Melbourne, Victoria, Australia
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Rising Star
Sharyn Evans Practice Manager at JBS Financial Strategists-
Mildura, Victoria, Australia
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Rising Star
Overview
JBS Financial Strategists Pty Ltd (JBS) is a leading boutique financial planning business based in Melbourne and the Sunshine Coast, focused on creating and managing wealth strategies for a range of clients, including individuals, families, small business owners, business executives, pre-retireees and retirees. JBS concentrates on wealth creation and preservation by providing personalised financial planning strategies for all situations. These tailored plans all reinforce our three key ideals: to create long-term wealth, to protect yourself, your family and your investments, and to position you to be able to enjoy your success. JBS specialise in the following areas: - Financial Planning - Superannuation - Self-Managed Super Funds - Investment Advice - Risk Insurance - Finance and Loan Structuring We focus on these areas so we can be involved with clients throughout the life of their wealth creation journey, from setting up your first home loan to retirement planning and everything in between.
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