• Get Your Financial House in Order
    Peace, Wholeness and Well-Being in every area of life

    Our Mission is two fold

    1) Help get your financial house in order so you are free to pursue the things that really matter.
     

    2) To protect you from the financial stress caused by sickness, accident or death.

    If something happened to you or your partner would you want your family to be the same, better
    or worse off?

    We are fee for service, Values Based Financial Advisers specialising in "non-cookie cutter advice."

  • Live Your Life

    On Purpose
    Money gives you powerful choices.

    What's Important About Money To You....
    And What Are Two or Three Things That Require Money and Planning To Achieve?

  • Is Your Financial House In Ruins?

  • Many people find money difficult, confusing or a source of constant stress.
     

    “In the grand scheme of things, money’s not that important. It’s significant only to the extent that it allows you to enjoy what is important to you."
    Bill Bachrach Value Based Financial Planning

    The Financial Road Map brings clarity of purpose and sets tangible goals in line with your values

     

    We work with people who are

    Motivated to take action
    Want a financial partner to help
    Proactive and want a trusted long term relationship

  • Family Protection Plans

    We protect the most important people in your life.

  • Living Your Life On Purpose

    Getting Started

    1

    Financial Road Map

    A 60-90 minute conversation crystalising what’s important about money to you, your tangible goals that require money and planning to achieve and where you are now.
     

    2

    Terms of Engagement

    As fee for service advisers we are paid for strategic advice not for pushing product.
    We have clients in industry funds, and self managed super funds.
    And clients who favour property over shares and vice versa

    3

    Implement and review

    At the end of the process you will have a comprehensive step by step plan that gives you the highest possibility of achieving your goals.

    And our review service keeps you on track to achieve your goals.

  • Why Choose Us

    Our vision is to help you achieve real prosperity which we define as peace, wholeness and well-being in every area of life. Without having your financial house in order you can’t pursue the things that really matter in life like family, relationships and activities you love.

    Values Based Financial Advice rather than product sellers

    Strategy and outcome focused

    We are Values Based Financial Advisers who focus on helping you achieve your tangible goals that require money and planning to achieve based on what’s truly important to you.
     

    What products you purchase come at the end of a comprehensive process and are simply the vehicle to help you make smart choices about your money so you can achieve your goals. This makes us strategy and goal focused as opposed to the average Adviser at your local bank.

     

    People Before Profit

    Relationships For Life

    Our business is focused on building long term relationships and take time to provide a high level of service to our clients. We value helping people for life and investing our clients money with the same care if it is our own.

    We work with expert partners for mortgage broking, estate planning and SMSF accounting.

    Flexibility

    Not forced to use parent bank or insurance products

    Jireh Financial is part of Patron Financial Advice who provides a wide range of approved products.
     

    We are not tied to a bank or insurance company who mandates that we use their products. If you are happy with your industry super fund or other products you currently have you are not forced to switch out.

    Fee for Service No Surprises

    Fixed Price Agreements

    Our Values Based Financial Advice is fee for service and all the fees are negotiated in a fixed price agreement prior to any work being done so there are no surprises.
     

    On wealth protection advice for life insurance, trauma and total and permanent disability we are paid directly by the insurer with a small SOA fee to cover our costs. We can use every insurer in the market and will fight for the solution that is best for you.

    Member of AFA

    We belong to Australia's oldest and most active association of financial advisers. AFA Members are

    • Accountable to the AFA Code of Conduct: Principles of Practice
    • Hold professional qualifications
    • Committed to continuous learning and development
    • Dedicated to the financial wellbeing of their clients above all else
    • Balance expert knowledge with professional application and care
  • Meet The Team

    Justin has been in the financial services industry since 1997 and is supported by a specialist client services and para planner team.

  • Ready to Get Your Financial House In Order?

    Sydney Office: Level 2, 65-71 Belmore Rd Randwick NSW 2031
    PO Box 6040 Malabar NSW 2036 Ph: 02 65 855480
    Mobile 04038 54734

    Mid North Coast Office: We are the H & R Block preferred referral partner in
    Port Macquarie, Taree and Forster.

  • Complaints Policy

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