OUR ADDRESS
Shop 16/219 Main Road Toukley NSW 2263
Email:
Tel: 1300 70 70 33
Fax: 1300 70 70 34
JB Wealth Management Pty Ltd are Authorised Representatives of Futuro Financial Services Pty Ltd AFSL No: 238478.
CONTACT
JB Wealth Management
For any general inquiries, please fill in the following contact form:
JB Wealth Management Pty Ltd is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.
Our advisors work with you to understand your financial and lifestyle goals so they can offer tailored financial advice and provide long term strategies. They can also assist you with the monitoring, reviewing and adjustment of those strategies over time to give you the best chance of meeting your goals.
OUR VISION
Where Are You Heading In Retirement
PRACTICE
AREAS
Superannuation
Considers various superannuation savings strategies, suited to your financial position and retirement goals.
Investments
Investment strategies to suit your long term objectives, with recommendations appropriate to your financial situation, investment time frame and attitude to investment risk.
Tax Effective Strategies
Considers strategies suited to your personal situation, to build wealth in a tax effective manner.
Protecting Your Wealth
Involves using insurance to protect your financial security against events beyond your control.
Managing Debt
Involves making the most of debt to build wealth.
Estate Planning
Involves creating security for your beneficiaries to ensure all assets are transferred in the most effective and efficient manner.
