JKLM Wealth Group Pty Ltd

24/12/2025

Wishing all of our beautiful clients the most wonderful Christmas & New Year. Jason & I look forward to a another year as we grow with you. We thank you so much for all your continued friendship, kindness and support as we move through life challenges with you & for ourselves xx. Thank you.

26/08/2025

https://www.msn.com/en-au/lifestyle/misc/here-s-the-average-australian-superannuation-balance-at-age-60/ar-AA1KTIlo?ocid=entnewsntp&pc=ASTS&cvid=68ad60f749a74f0a8945da7abf9594f8&ei=33

How does your balance stack up against the average? The post Here's the average Australian superannuation balance at age 60 appeared first on The Motley Fool Australia.

20/06/2025

My beautiful friend Kara Pritchard is fund raising for make a wish. They are matching every dollar donated. If you can help...please do ###

I'm raising money for Make-A-Wish Australia to help more critically ill kids get a life-changing wish. I'd love to have your support!

22/05/2025

For all those affected by the unprecedented flooding in the Mid North Coast and surrounds we are there with you. If you need help navigating the assistance available please reach out.

Whilst a natural disaster hasn't yet been declared on a Federal level, it can only be a matter of time. A $1,000 disaster recovery payment should become available from the Australian government.

Such events can be very traumatic and have an impact on peoples mental health. There is an informative podcast that delves into this and may be of use to those struggling. https://www.abc.net.au/listen/programs/after-the-disaster

The NSW government also has assistance available https://www.nsw.gov.au/grants-and-funding/disaster-relief-grants

You’ve experienced a fire, a terrorist attack, a cyclone or a storm. Now what? What to expect, how to look after yourself and the people around you. And why insurance, emotions, friendships, parenting is all so hard right now. Why normal doesn’t feel normal.

24/04/2025

Hilarious!

03/04/2024

JKLM Wealth Group Pty Ltd has a beautiful new face today with the signage. We are so happy to be here & with the chatter & outside street noise it is beautiful to hear the world & new life after so much quiet. New life was what we wanted in this beautiful building & it is happening!

Wealth Creation Superannuation, SMSF's, Managed Investments, Personal Insurance, Aged Care

08/03/2024

We here at JKLM Wealth Group Pty Ltd (Kristin & Jason) have exciting news. JKLM is growing, so it's time to relocate to new office space.

From 15/03/2024 you will find us at a new location: 20 Commerce St Taree. We will be easy to find, no stairs & plenty of parking for your convenience. Walk ins are welcome.

Many of you may recall that that 12 years ago I worked in this same building as a Financial Adviser & met some of you for the first time. It's amazing how life & time can turn full circle.

We would also like to welcome Peter Byrne of Mortgage Choice who will be joining our office. Peter has been a friend of JKLM for several years & we are thrilled to have his energetic & passionate 'can do' attitude sharing our space.

We look forward to breathing new life & good vibes into this beautiful, rustic office space as we continue to review our cherished existing clients & welcome new clients.

Kristin Main & Jason Lukjanenko.

03/03/2024

Want to know how much you'll benefit from tax cuts coming in July? Use our tax cut calculator to find out.

09/09/2023

Today JKLM Wealth Group celebrate our first year anniversary. Our combined experience & previous years of independently working as Financial Advisers has strengthened our business & services to our clients. Jason & I are committed to our beautiful friendship & JKLM. We look forward to the future with our clients, families & friends xx

22/03/2023

Rising cost of living pressures are squeezing many households. Choice magazine has some good tips that might help in saving. Our top 5 out of this list of 35 tips are:

1. Renegotiating with electricity provider or switching to another.
2. Review health insurance cover to ensure it is worthwhile (some policies are not worth the money)
3. Do not buy anything on buy now pay later schemes
4. Where possible - HAGGLE.
5. Use a fuel app for the best local petrol prices such as FuelCheck NSW

https://www.choice.com.au/money/budget/cost-of-living/articles/our-top-money-saving-tips

01/02/2023

Good explanation as to what took place with superannuation returns last year. 2023 has started more positively (we say this with cautious optimism)

Last year for the first time in a decade our massive pool of retirement savings in superannuation shrunk. Couples like Jodi and Bruce are nervous about the year head.

19/12/2022

Our offices in Taree & Forster will be closed from 23/12/22 reopening 09/01/2023.

We will be putting our phones down & spending time with our families.

For any urgent matters please text or email & we will respond.

We wish all our clients & your family, a very safe relaxing Christmas & New Year.

Best wishes,
Kristin & Jason