How we help

Our process will help you understand all of the possibilities whilst empowering your financial future.

Financial Advice is a blend of Trust, Timing and Technical Expertise. As we begin to understand your unique journey, we'll start to explore some of the below key concepts.

Superannuation (Defined Benefit)

  • Review your linked accumulation account
  • Grow your balance in line with your desired lifestyle
  • Learn what timing applies to you

Superannuation (Accumulation)

  • Review your superannuation fund
  • Ensure your investments fit your plans – the earlier the better!
  • Learn the pros & cons of your contribution rate

Investing

  • Learn the difference between index and active investments
  • Determine if your investments are fit for purpose
  • Set a contingency plan

Retirement Planning

  • Understand your magic number
  • Learn how you access your money; the tips & traps in retirement
  • Set your portfolio for success and peace of mind

Lifestyle & Family

  • Identify the optimal allocation of your surplus cashflow
  • Learn the right ownership structures
  • Visualise the long-term outcomes of short-term strategies

Insurance

  • Learn how much cover is enough
  • Navigate a balance between cost and comfort for your family
  • Plan for worst case scenario

Specialised advice for Fire Service Professionals

Yes please!

What your peers have to say

“My first interaction with Jess was in relation to advice about retirement. What I quickly discovered was that Jess is one of the most sincere and genuine listeners, with high levels of knowledge and integrity, and a fierce commitment to providing me with options based on what I told her I wanted to achieve.

Jess not only gave me a tailored plan, she also gave me peace of mind.”

Anonymous

Fire Service Professional

"Jess was professional, knowledgeable, and genuinely approachable, taking the time to explain everything clearly and in a way that was easy to understand. Her advice is thoughtful, practical, and tailored to my circumstances, which gave me real confidence in the decisions I'm making".

 

Anonymous

Fire Service Professional

"After working for approximately 50 years, it was really daunting to stop receiving a salary, it felt like retirement was taking away our sense of financial control.

Working with Jess to exit a Defined Benefit and understand how we find comfort having our money invested, has been one of the best financial decisions we’ve ever made. Jess has an excellent ability to share her knowledge in a way that both educates us and makes us feel like we are back in the driver’s seat. Highly recommend!”

Trevor & Susan Rush

Retired Station Officer, Fire Service Professional

We understand you

The decision to do more call backs and increase your qualifications doesn't always mean a better lifestyle. In fact, the time involved tends to take you away from the things most important to you.

Our strategic solutions help Fire Service Professionals:

  • Assess your need for rank progression
  • Be clear how much difference the extra qualifications make, both now and in the long term
  • Determine the best allocation for your increased cashflow
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