About Me

We have a long-term track record of helping our clients make better financial decisions. JFM was established in 1983 by Wendy Jackson. We believe good financial planning can help almost anyone. So we serve clients of all ages and from all walks of life. Clients range from young students just beginning to think about the future to senior executives of major corporations, from self-employed business people to people who have retired from various vocations. We treat every client as an individual. And we work with you, to assist you in achieving your goals, while still providing a balance between your lifestyle today and your needs in the future.Our promise to you:We will deliver financial advice that is personalised, strategic and tailored to meet your individual needs and circumstancesWe will work with you to build a long-term professional relationship that is based on an overall view of your financial and lifestyle goalsWe are delighted to work with other professionals such as your accountant or tax agent to ensure your financial plan integrates all your financial needs.