JBS Financial Strategists

www.jbsfinancial.com.au

JBS Financial Strategists Pty Ltd (JBS) is a leading Melbourne based boutique financial planning business focused on creating and managing wealth strategies for a range of clients, including individuals, families, small business owners, business executives, pre-retireees and retirees. JBS concentrates on wealth creation and preservation by providing personalised financial planning strategies for all situations. These tailored plans all reinforce our three key ideals: to create long-term wealth, to protect yourself, your family and your investments, and to position you to be able to enjoy your success. JBS specialise in the following areas: - Financial Planning - Superannuation - Self-Managed Super Funds - Investment Advice - Risk Insurance - Finance and Loan Structuring We focus on these areas so we can be involved with clients throughout the life of their wealth creation journey, from setting up your first home loan to retirement planning and everything in between.

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JBS Financial Strategists Pty Ltd (JBS) is a leading Melbourne based boutique financial planning business focused on creating and managing wealth strategies for a range of clients, including individuals, families, small business owners, business executives, pre-retireees and retirees. JBS concentrates on wealth creation and preservation by providing personalised financial planning strategies for all situations. These tailored plans all reinforce our three key ideals: to create long-term wealth, to protect yourself, your family and your investments, and to position you to be able to enjoy your success. JBS specialise in the following areas: - Financial Planning - Superannuation - Self-Managed Super Funds - Investment Advice - Risk Insurance - Finance and Loan Structuring We focus on these areas so we can be involved with clients throughout the life of their wealth creation journey, from setting up your first home loan to retirement planning and everything in between.

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Country

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City (Headquarters)

Melbourne

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Employees

11-50

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Founded

1992

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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  • Chief Executive Officer and Founder

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  • Business Manager

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