JBFS Blog
The benefits of insurance coverage for young professionals and why advice is crucial
As a young professional embarking on a career, financial security and long-term stability may not always seem like immediate priorities. However, securing the right insurance coverage early in life...
Top 10 concerns of retirees and how financial planners can help
Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones. However, it also brings unique challenges and uncertainties...
Understanding generational segments: lifestyles, financial needs, and technology expectations
Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with...
Top 10 questions to ask your accountant and why a strong relationship matters
Having a skilled accountant is invaluable, whether for personal or business finances. Accountants provide clarity, advice, and strategies to optimise financial health and compliance. Building a...
The importance of financial advice in living a lifestyle of choice
Life is full of milestones and changes that shape our journey. Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time....
Conquering chronic procrastination: a path to self-improvement
Procrastination is a universal challenge that affects many of us at some point. From putting off small errands to delaying critical projects, procrastination can significantly impact personal...
Creating your ideal holiday for relaxation and renewal
The ideal holiday is a deeply personal experience tailored to the unique needs, preferences, and circumstances of everyone. While our differences mean that no two perfect holidays are identical,...
Estate planning: living your best life without regrets
As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind. Estate planning is not merely about drafting a will...
Financial New Year Resolutions to make in 2025
The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success...
Creative and engaging school holiday ideas
School holidays are the perfect opportunity for families to connect, explore, and create lasting memories. Here are some engaging ideas to keep kids entertained, learning, and having fun during...
How to plan for retirement in the modern world
To prepare for retirement, there’s forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments...
Summer Newsletter 2024
Welcome to our Summer Christmas Newsletter. The weather has definitely warmed up and the humidity has skyrocketed which is so typical for Brisbane weather this time of year. We hope you stay cool...