What We Stand For
We stand for delivering certainty for our clients in an uncertain world.
One Life. One Chance.
How certain are you about your financial future? Everyone has a future, however what it is depends on what you make of it and when you decide to take control of it!
What We Do
We empower our clients to take responsibility for their financial future by providing tailored advice, which is delivered free of conflict to a consistently high standard by skilled and professional practitioners.
Our clients will have access to a comprehensive range of services and support tools underpinned by the provision of quality advice to assist them to achieve a more secure and certain financial future. These services include:
- Making sense of your current financial position.
- Putting into place a clear and measurable financial strategy.
- Planning for a comfortable and financially secure life now and in the future.
- Making the most of a change of career or job.
- Managing cashflow to better understand financial capacity and opportunities.
- Paying down debt to free up cashflow and equity for investment.
- Making the most of a redundancy.
- Assessing & mitigating financial risks to you, your family & lifestyle.
- Helping elderly parents move into aged care.
- Ensuring your assets and benefits are passed to your beneficiaries how you want.
Who We Are
The team at JRSAS are dedicated to and focused on understanding our clients, their priorities and addressing their immediate needs as well as achieving their long term life, personal and financial aspirations.
Our advisers and staff have extensive practical experience in Strategic Financial Advice, Private Banking, Wealth Management and Investment Banking having worked at some of Australia’s leading and most trusted financial services companies. Through this experience, the team brings an in-depth understanding of both the Australian financial and economic environment and global markets to all our clients relationships.