JBFS Blog
A comprehensive guide to managing your personal finances
The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to...
Living a life without regrets
Over nine decades, valuable lessons that offer guidance for living a life with minimal regrets have been learned. These insights emphasise embracing life’s imperfections, staying true to oneself,...
How to approach wealth transfer and estate planning: key considerations
Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions. While...
Spring Newsletter 2025
Soon those cold wintery days, and the westerly winds will stop, and we look forward to warmer weather now spring has arrived. Our latest newsletter is out with some articles on superannuation...
What is Aged Care and Why Seeking Advice Early Matters
As we age, our needs change — sometimes gradually, and sometimes unexpectedly. Aged care refers to the range of support services available to older Australians who need help with daily activities,...
3 Helpful tips to grow your superannuation
Retirement is a period most people eagerly anticipate. It’s that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the...
Cost of living: strategies for adult children moving out of home
The rising cost of living has become a significant challenge for adult children living at home and aspiring to move out. In many parts of the world, particularly in Australia, the cost of housing,...
Insurance to protect your lifestyle
You work hard to build your lifestyle — and protecting it is just as important as creating it. Ensuring your way of life continues, even in the face of unexpected challenges, is a vital part of...
Preparing for your will drafting session with a lawyer
Preparing a will is an important step in managing your estate and ensuring your wishes are honoured after you pass away. Before meeting with a lawyer to draft your will, it’s beneficial to have...
Kicking bad habits and establishing good ones
Effective lifestyle planning is crucial for personal growth and achieving long-term wellness. Whether your goal is to quit a bad habit, build a new positive one, or maintain consistency, developing...
The power of planning: why to-do lists and long-term goals improve your life
In a fast-paced world where distractions are endless and demands seem to grow by the day, having a clear plan can be the difference between feeling in control and feeling overwhelmed. Whether it’s...
Starting the new financial year with intent: Tips for individuals and families
A new financial year presents the perfect opportunity to take stock, reset, and plan with purpose. Much like a new calendar year inspires resolutions, July 1 offers a financial “fresh start” to...