JBFS Blog
Managing finances and lifestyle activities during retirement
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make...
Federal Budget Summary March 2025
Treasurer aims to “rebuild living standards” Much of the 2025 Federal Budget was already known, after a volley of pre-election spruiking for votes. But Treasurer Jim Chalmers had one surprise up his...
Missing the bounce? Why market patience matters
Market volatility can be unsettling, especially when investment portfolios take sudden dips due to unpredictable economic or geopolitical events. Yet, history consistently shows that volatility is a...
Autumn Newsletter 2025
The hot days of summer are waning and we're heading into cooler Autumn weather. Our newsletter is out now with some articles on ageing, easing into retirement and navigating turbulent times in the...
Market volatility: why time in the market beats timing the market
Share market volatility is a natural and inevitable aspect of investing. While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as...
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,...