Devlin & Co work closely alongside an award-winning boutique Financial Planning firm, JBS Financial Strategists (JBS).  This relationship enables us to offer our clients a holistic approach to managing their financial affairs, and includes the following services:

· Financial Planning
· Self Managed Super Fund (SMSF) Establishment and Advice
· SMSF Administration, Compliance, & Online Reporting Service
· Investment Portfolio Construction
· Direct Share Advice
· Retirement Planning & Super Advice
· Risk Management – Life, TPD, Trauma and Income Protection
· Vehicle Finance & Home loans
· Salary Packaging & Remuneration Advice – Management and Administration

The team at JBS is led by Jenny Brown, who has over 18 years industry experience with proven results in maximising her client’s investment opportunities.  JBS offer skilled expertise in the above areas, specialising in the establishment, implementation and ongoing administration of SMSFs.

JBS offer an obligation-free initial meeting at their cost, where they gain valuable insight into you and your personal and financial goals.  They then create a tailored solution specific to your needs, and ensure the administration and compliance of your affairs is in line with government regulations on your behalf.

If you would like to discuss managing your future through greater ownership of your investments, then please feel free to ask us about any of JBS’ services, and check out their website for more information.

www.jbsfinancial.com.au

JBS Financial Strategists and Jenny Brown are authorised representatives of Professional Investment Services.