JBFS Blog
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...
The top 5 places to visit in Australia for retirees
Now that you’ve retired from the workforce and have all the opportunities to do what you want, you’re ready to take the trip of a lifetime. If you’re planning to take a tour across Australia, here’s...
Winter Newsletter 2025
Prepare for Life - Winter 2025 The winter edition of Prepare for Life is out now and features some articles on turbo charging your super, scam protection and finding life balance. We hope you find...
Retirees working past the age of 70: what to consider
With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70. Whether for financial security, personal fulfilment, or social...
How to claim income tax deductions for work-related expenses and other expenses, and record your deductions.
Instant tax deduction On 13 April, the government announced a $1,000 instant tax deduction, so that taxpayers won’t need receipts to claim a deduction of less than $1,000 for work-related expenses...
Make the most of EOFY: super strategies to discuss with your financial adviser
As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings. Whether...
The redundancy checklist
Facing redundancy can be a challenging and emotional experience. It’s important to take a calm and considered approach to ensure you make the best financial decisions for your future. A qualified...
The move to aged care: navigating a stressful and rushed transition
For many Australian families, the decision to move a parent or loved one into aged care often arrives suddenly—prompted by a health crisis, a fall, or the loss of a spouse. It’s a period marked by...












