You don’t choose a financial advisor casually. You entrust them with significant responsibility to protect your assets and help them grow. That’s a challenge in the best of economic times, but demands real discipline and experience when the financial universe turns and markets lose their luster.

Jackson Financial Management has the commitment and experience to bring a unique dedication to wealth management. That dedication begins with you –your financial plan should revolve around your needs, your goals, your personality, your risk profile, and dozens of other determinants. You define what you want to achieve. You set the goals, the priorities, the principles. You know the destination, but we know how to help you get there, and it’s that commitment that we make to you – and your future – that differentiates Jackson Financial Management from all the others.

Wealth management isn’t just about your investment portfolio. It’s about you. And it’s about your relationship with a dedicated team of professionals who can help you achieve the goals you want, from wealth accumulation and growth, to protection and preservation, to allocation and distribution. At JFM, the key to that relationship is what we call your family Chief Financial Officer (CFO). Your family CFO is the hub through which you access the expertise and continuity you need throughout your financial life, to ensure that your plan is cohesive, comprehensive, coordinated and appropriate.

What You Can Expect from your family CFO:

• Innovative, personalized strategies
• Solution-based focus
• Project Management
• Clear, proactive and comprehensive communication
• Client-first culture
• Practical perspective

Jackson Financial Management was established in 1983 by Wendy Jackson and has been delivering the JFM experience to our clients over the last 30 years. Set out below is some more information on our credentials, typical clients, costs and how to contact us.

JFM Credentials

• JFM was awarded an Excellence and Innovation award in 2007 from AMP FP.
• JFM is a firm of Certified Financial Planner professionals.
• JFM is a certified FPA Professional Practice with the Financial Planning Association of Australia.
• The two business principals have combined industry experience of over 50 years.
• JFM has been successfully managing our client’s wealth for over 30 years.

Memberships

JFM has two highly qualified financial planners who hold memberships with:

• Financial Planning Association of Australia
• SMSF Professional’s Association of Australia
• Mortgage and Financial Association of Australia

Typical Clients

Our clients are mainly business people or professionals, working or retired.
Typically, the come for advice relating to;

• Planning for retirement
• Building wealth through Investment and Superannuation
• Wealth protection – both personal and business.
• Ultising debt for lifestyle and investment
• Intergenerational planning

How Much does it cost?

Our initial consultation is at our cost. This is designed to provide you the time you need to find out as much as possible about JFM to enable you to make a decision about whether to engage with us.

JFM will provide you with a quote to provide advice on your unique situation. The fees will be agreed with you in advance of any work commencing. What we charge depends on what you ask us to do.

How do you contact us?

To contact Jackson Financial Management please click here.