At JBA financial we want to make your experience with us as simple as possible – that’s why we have developed a simple Customer Experience Timeline. This timeline depicts our commitment to you and ensures comprehensive understanding and met expectations.
A free initial consultation with a financial planner. Together we will have a conversation about your current financial situation and clarify your goals & objectives.Read more
We obtain all relevant research following regulations set by ASIC. Collecting detailed research allows us to give tailored advice based on your current situation. We will then identify and evaluate alternative strategies tailored to help you achieve your goals &…Read more
Free Review & Recommendations
Your financial planner will present the results of the research. If we are able to help your current situation we will make some recommendations on alternative strategies with a detailed statement of advice. This can be done over the phone,…Read more
Once you have agreed to the recommendations and advice, the next step is to put your plan in place.Read more
Depending on your financial needs, we offer a range of ongoing services: Review super portfolio and performance Review insurance coverage Update beneficiaries Cash flow & budgeting Tax minimisationRead more