JBS Financial Strategists

JBS Financial Strategists Create | Protect | Enjoy Home of 2013 AFA Adviser of the year!

Boutique financial planning business who partner with individuals, families and small businesses to help them create, protect and enjoy their wealth!

🎧 NEW PODCAST EPISODE | Dodgy Deals, Scams & Retirement RegretsCould you spot a scam?The truth is, today's scams are mor...
16/07/2026

🎧 NEW PODCAST EPISODE | Dodgy Deals, Scams & Retirement Regrets

Could you spot a scam?

The truth is, today's scams are more convincing than ever, and they don't just target the vulnerable. They target everyday Australians when we're busy, distracted, or simply trying to do the right thing.

In this episode of Retirement: The Great Escape Plan, Jenny, Warren and Peter share practical tips, real-life stories and simple habits that can help protect both your finances and your confidence.

💙 Sometimes the smartest financial decision you can make is to stop, think and ask one more question.

🎥 YouTube: https://buff.ly/SMps5ge
🎧 Spotify: https://buff.ly/iEh224a
🍏 Apple Podcasts: https://buff.ly/l6sjdFS

✨ Because thriving should be fun… and naps should be epic.

Happy Birthday, Tin! 🎊 We hope your day is filled with celebration, laughter, and everything that makes you happiest. Wi...
14/07/2026

Happy Birthday, Tin! 🎊

We hope your day is filled with celebration, laughter, and everything that makes you happiest. Wishing you a fantastic birthday and a wonderful year ahead! 🎂 🎈

Good record keeping isn't about paperwork for the sake of paperwork. It's about protecting your future.When records are ...
13/07/2026

Good record keeping isn't about paperwork for the sake of paperwork. It's about protecting your future.

When records are accurate, complete, and easy to access, mistakes can be identified sooner, disputes are easier to resolve, and important entitlements are protected. Most importantly, it provides peace of mind for you and your family when decisions need to be reviewed down the track.

At JBS, we believe record keeping is an essential part of our duty of care. We check, document, and follow through because we've seen firsthand how missing information can create unnecessary stress and costly complications.

Sometimes the best financial advice is simply making sure the details are looked after properly.

🎧 HAVE YOU LISTENED YET?For many people, the biggest challenge in retirement isn't their finances, it's the uncertainty ...
12/07/2026

🎧 HAVE YOU LISTENED YET?

For many people, the biggest challenge in retirement isn't their finances, it's the uncertainty that comes with them.

In Episode 10 of Retirement: The Great Escape Plan, Jenny, Warren and Peter explore why the fear of running out of money can stop people from fully embracing retirement and share practical insights to help you plan with greater confidence.

If this episode has been sitting on your "I'll listen later" list, this is your reminder to press play.

🎥 YouTube: https://buff.ly/QWzL9yB
🎧 Spotify: https://buff.ly/UahMPqj
🍏 Apple Podcasts: https://buff.ly/MAzejpc

✨ The more confidence you have in your plan, the more freedom you have to enjoy retirement.

Congratulations, Warren! 💫 Today we're celebrating your dedication, leadership, and the positive impact you've made over...
06/07/2026

Congratulations, Warren! 💫

Today we're celebrating your dedication, leadership, and the positive impact you've made over the years. Your passion for helping clients navigate life's financial decisions with confidence continues to make a real difference, and your commitment to both the team and those you support is truly valued.

Thank you for everything you do. Congratulations on this milestone, and here's to many more successful years ahead! 🙌

⚽💚💛 AFL loyalties? Absolutely.But when the Socceroos are playing for Australia... we're all in! 🙌A few of the JBS team g...
03/07/2026

⚽💚💛 AFL loyalties? Absolutely.

But when the Socceroos are playing for Australia... we're all in! 🙌

A few of the JBS team got together to cheer on the green and gold, enjoy a drink, and have a few laughs along the way. 🍻

Good luck in the next game, Socceroos, we'll be cheering you on! ⚽👏

💚💛

🎧 NEW PODCAST EPISODEHave you ever wondered..."What if I run out of money in retirement?"You're certainly not alone.In t...
01/07/2026

🎧 NEW PODCAST EPISODE

Have you ever wondered...

"What if I run out of money in retirement?"

You're certainly not alone.

In this episode of Retirement: The Great Escape Plan, Jenny, Warren and Peter unpack one of the biggest fears people have about retirement and explore how thoughtful planning can help you move from worrying about tomorrow to enjoying today.

💙 Because retirement shouldn't be about constantly looking over your shoulder. It should be about living the life you've worked so hard to build.

Check out the latest episode here 👇️

🎥 YouTube: https://buff.ly/QWzL9yB
🎧 Spotify: https://buff.ly/UahMPqj
🍏 Apple Podcasts: https://buff.ly/MAzejpc

✨ Because thriving should be fun… and naps should be epic.

Happy Birthday, Rods! 🎂Wishing you a fantastic day filled with great company, plenty of laughter, and everything that ma...
01/07/2026

Happy Birthday, Rods! 🎂

Wishing you a fantastic day filled with great company, plenty of laughter, and everything that makes birthdays special.

We hope you have a wonderful celebration and a year ahead filled with happiness, good health, and continued success. Enjoy your day! 💫🎊

Retirement isn't the end of the road. It's a new beginning.One of the biggest mindset shifts we can make is to stop thin...
30/06/2026

Retirement isn't the end of the road. It's a new beginning.

One of the biggest mindset shifts we can make is to stop thinking about retirement as something we finish and start thinking about it as something we begin.

A new routine.

New opportunities.

New adventures.

More time for the people, passions and experiences that bring us joy.

That's why this idea sits at the heart of Retirement: The Great Escape Plan.

Retirement isn't about slowing down. It's about having the freedom to spend your time in ways that feel meaningful and rewarding.

💭 What would you love to make more time for in retirement?

📘 Learn more about the book: https://buff.ly/OzezeEY

28/06/2026

Estate planning is about more than deciding who receives what. It's about creating a plan that provides clarity, supports your loved ones, and helps minimise unnecessary conflict in the future.

Watch this short clip from Retirement: The Great Escape Plan Podcast Episode 09, as the team discusses the importance of balancing structure with flexibility when planning your legacy.

Address

PO Box 7441
Melbourne, VIC
3004

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+61386770688

Website

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