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JBS Financial Strategists
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You've started married life and a crisis has hit your family so what is your advice to other people your age? We put this question to Sharon as she shared her families story with us.
Her response may surprise you! Seek a professional and start young!
"We all need someone that we can say: I need your help to." says Sharon

#insurance #insuranceclaim #family #lifestyle #financialadvice #JoinwithJen #PartnerProtect
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The story so far...Sharon and Ben as a young couple made the very adult decision to seek financial advice and agreed to include insurance as part of the recommendations implemented. Unexpectedly Ben suffered a medical episode that has had life altering consequences, the emotional and financial impact of this is now been realised, contact with their original financial adviser has been made and the claims process has commenced but stalled!
BUT help was at hand...what happens next significantly changed the outlook of Sharon and Ben's story. Let's hear from Sharon on what was the outcome of changing advisers to manage the claim process. https://buff.ly/2KYYKKl

#JoinwithJen #PartnerProtect #financialadvice #insuranceclaim #yourbestinterests Jenny Brown Warren Hanna Sharon McClafferty
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The 2018 Federal Budget is in and the key take outs of the 2018 Budget are below. But if that all seems a little complicated to understand that we recommend you let Jenny Brown take you through the key points! https://buff.ly/2Isb9Ii

• The maximum number of members allowable in a Self Managed Superannuation Fund (SMSF) will be increased from 4 to 6
• Those running a SMSF with good record keeping and compliance history may move to a three-yearly audit cycle
• The ability to contribute to superannuation after age 65 without meeting the work test
• Income tax cuts will be delivered over a 7 year period through a combination of tax rate threshold changes and tax offsets
• For working age pensioners, the Pension Work Bonus will be increased

Remember if your not sure how any of this may impact on you, make a time to talk to Jenny, Warren or Glenn https://buff.ly/2I3SALf
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You've done the hard yakka and now your business is thriving, so what's next?

All to often we see clients with family businesses that have not taken the time to create a financial plan. Jenny recently put together an article for Your Best Interests on the key areas that you should be looking at to protect what you've worked so hard to build. https://buff.ly/2Iqsnpy
Remember it's never too early or too late to seek advice from a professional! https://buff.ly/2HXfzqs

#PartnerProtect #RetireRight #JoinwithJen #financialplan #familybusiness
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Are you financially prepared for a major impact to your everyday life? https://buff.ly/2KvPJIn
Our client, Sharon shares with us in Episode #3 of Sharon and Ben’s Story a critical event that has changed their life significantly going forward.
You can see the full video of Sharon’s interview here https://buff.ly/2FqPwCH
One day of 'adulting' has protected Sharon and Ben and their plans for the forture.

#JoinwithJen #PartnerProtect #Insurance #SharonandBensStory #financialadvice
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An article on moneymag.com.au cited that “retirees with modest savings can be better off than those with more than twice as much. Well Liam has taken some time to study whether this statement stacks up! Check out what he has found here https://buff.ly/2I0cgw1
Find out what your financial freedom figure is and retire right, have a chat to the JBS Team https://buff.ly/2HXfzqs

#RetireRight #CashCoach #FinancialFreedom #FinancialAdvice
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"At the going down of the sun,
and in the morning,
We will remember them."

Today we pay our respects to those who came before us and fought for our freedom.

#AnzacDay #LestWeForget
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Are you one of the many retirees at risk of running out of money in your super account before you die?
As the baby boomers of Australia are now entering retirement, the topic of longevity risk within superannuation has become increasingly important.
Ensuring sufficient super benefits in retirement can be very daunting, team member Andy Lay has given some great tips on how you can protect yourself here https://buff.ly/2IOCy3p

#JBSFinancial #RetireRight #FinancialFreedom
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We just had to share some good news!
All the hard work for Warren's retire right client has finally paid off. It's about being able to give our clients choices and helping them to become financially free. Check out the video to hear this doctors full story.

Keep up the great work Warren - we love sharing good news!

#JBSFinancial #RetireRight #FinancialFreedom jbsfinancial.com.au
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We've got NEWS!
It’s all the same but it’s different!
As we plan strategy for our clients each day to ensure they achieve the financial freedom they hope for, we also plan for making JBS Financial Strategists a stronger, better business ready to embrace the future.

To ensure that we can continue to provide that same support but also to allow us to evolve; we are thrilled to announce that Warren Hanna, Senior Financial Adviser, has now joined the partnership team with Jenny Brown. This is not only in recognition of the time and energy that Warren has committed to JBS over the years but it is also his vision and support for the future of JBS Financial that is important as well.

Congratulations Jenny and Warren on the next step in JBS Financial and we look forward to seeing what the next stage of the business will be.

Here's a special message from Jenny and Warren to share with you!

#JBSFinancial #JoinwithJen #business #team #leadership
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